Carson Wealth (CWM LLC)
BSMO

Carson Wealth (CWM LLC)’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Carson Wealth (CWM 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
-544
Closed -$14K – 5242
2024
Q3 		$14K Hold
544
– – ﹤0.01% 3606
2024
Q2 		$14K Sell
544
-801
-60% -$19.9K ﹤0.01% 3364
2024
Q1 		$33K Sell
1,345
-1,587
-54% -$39.4K ﹤0.01% 2589
2023
Q4 		$73K Sell
2,932
-326
-10% -$8.07K ﹤0.01% 1956
2023
Q3 		$80K Buy
3,258
+1,913
+142% +$47.3K ﹤0.01% 1773
2023
Q2 		$33K Hold
1,345
– – ﹤0.01% 2302
2023
Q1 		$33K Hold
1,345
– – ﹤0.01% 2168
2022
Q4 		$33K Sell
1,345
-1,250
-48% -$30.8K ﹤0.01% 2031
2022
Q3 		$63K Sell
2,595
-1,431
-36% -$35.6K ﹤0.01% 1561
2022
Q2 		$100K Buy
+4,026
New +$99.8K ﹤0.01% 1313

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

Carson Wealth (CWM LLC)'s BSMO Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 544 shares — an estimated $14K sold.

Carson Wealth (CWM LLC) first reported a position in BSMO in Q2 2022 and held it in 10 quarters. The position peaked at $100K in Q2 2022. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 544 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $14K.
  • Carson Wealth (CWM LLC) first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q2 2022 and held it in 10 quarters.
  • Carson Wealth (CWM LLC)'s Invesco BulletShares 2024 Municipal Bond ETF position peaked at $100K in Q2 2022.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.