CA
BSMO

Claro Advisors’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Claro Advisors’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
-11,757
Closed -$292K – 560
2024
Q3 		$292K Buy
11,757
+37
+0.3% +$919 0.04% 388
2024
Q2 		$291K Sell
11,720
-5,109
-30% -$127K 0.05% 330
2024
Q1 		$417K Sell
16,829
-5,092
-23% -$126K 0.07% 262
2023
Q4 		$546K Buy
21,921
+1,313
+6% +$32.5K 0.12% 201
2023
Q3 		$508K Sell
20,608
-550
-3% -$13.6K 0.13% 196
2023
Q2 		$524K Buy
21,158
+79
+0.4% +$1.96K 0.13% 188
2023
Q1 		$525K Buy
21,079
+2,000
+10% +$49.7K 0.15% 171
2022
Q4 		$472K Buy
+19,079
New +$470K 0.15% 165

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

Claro Advisors's BSMO Position: Q4 2024 in Review

Claro Advisors sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 11,757 shares — an estimated $292K sold.

Claro Advisors first reported a position in BSMO in Q4 2022 and held it in 8 quarters. The position peaked at $546K in Q4 2023. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Claro Advisors reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Claro Advisors sold 11,757 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $292K.
  • Claro Advisors first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2022 and held it in 8 quarters.
  • Claro Advisors's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $546K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Claro Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.