CFO
BSMO

Collective Family Office’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Collective Family Office’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
2023
Q4 		– Sell
-33,945
Closed -$837K – 188
2023
Q3 		$837K Buy
+33,945
New +$839K 0.33% 65

Other funds holding BSMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Collective Family Office's BSMO Position: Q4 2023 in Review

Collective Family Office sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2023, closing a stake of 33,945 shares — an estimated $837K sold.

Collective Family Office first reported a position in BSMO in Q3 2023 and held it in 1 quarter. The position peaked at $837K in Q3 2023. 99 funds tracked by Wall St. Rank hold BSMO as of Q4 2023.

  • Collective Family Office reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Collective Family Office sold 33,945 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2023, an estimated $837K.
  • Collective Family Office first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q3 2023 and held it in 1 quarter.
  • Collective Family Office's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $837K in Q3 2023.
  • 99 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2023.

Based on Collective Family Office's 13F filing for Q4 2023, filed 9 Jan 2024.