CAL
BSMO

Capital Analysts LLC’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Capital Analysts LLC’s Portfolio BSMO Stock Details BSMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,926
Closed -$197K – 1405
2024
Q3 		$197K Hold
7,926
– – 0.01% 466
2024
Q2 		$197K Hold
7,926
– – 0.01% 459
2024
Q1 		$196K Hold
7,926
– – 0.01% 446
2023
Q4 		$197K Hold
7,926
– – 0.01% 429
2023
Q3 		$195K Hold
7,926
– – 0.01% 395
2023
Q2 		$196K Hold
7,926
– – 0.01% 381
2023
Q1 		$197K Hold
7,926
– – 0.01% 382
2022
Q4 		$196K Buy
+7,926
New +$195K 0.01% 397

Other funds holding BSMO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Capital Analysts LLC's BSMO Position: Q4 2024 in Review

Capital Analysts LLC sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 7,926 shares — an estimated $197K sold.

Capital Analysts LLC first reported a position in BSMO in Q4 2022 and held it in 8 quarters. The position peaked at $197K in Q3 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Capital Analysts LLC reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Analysts LLC sold 7,926 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $197K.
  • Capital Analysts LLC first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2022 and held it in 8 quarters.
  • Capital Analysts LLC's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $197K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Capital Analysts LLC's 13F filing for Q4 2024, filed 14 Feb 2025.