Commonwealth Equity Services
BSMO

Commonwealth Equity Services’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Commonwealth Equity Services’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
-101,237
Closed -$2.51M – 4252
2024
Q3 		$2.51M Sell
101,237
-37,140
-27% -$922K ﹤0.01% 1659
2024
Q2 		$3.44M Sell
138,377
-65,866
-32% -$1.63M 0.01% 1429
2024
Q1 		$5.06M Sell
204,243
-80,251
-28% -$1.99M 0.01% 1161
2023
Q4 		$7.09M Buy
284,494
+154,387
+119% +$3.82M 0.01% 904
2023
Q3 		$3.21M Sell
130,107
-9,035
-6% -$223K 0.01% 1291
2023
Q2 		$3.45M Sell
139,142
-23,029
-14% -$570K 0.01% 1270
2023
Q1 		$4.04M Buy
162,171
+41,163
+34% +$1.02M 0.01% 1127
2022
Q4 		$2.99M Buy
121,008
+50,626
+72% +$1.25M 0.01% 1238
2022
Q3 		$1.72M Buy
70,382
+51,500
+273% +$1.28M ﹤0.01% 1522
2022
Q2 		$469K Buy
+18,882
New +$468K ﹤0.01% 2453

Other funds holding BSMO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Commonwealth Equity Services's BSMO Position: Q4 2024 in Review

Commonwealth Equity Services sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 101,237 shares — an estimated $2.51M sold.

Commonwealth Equity Services first reported a position in BSMO in Q2 2022 and held it in 10 quarters. The position peaked at $7.09M in Q4 2023. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Commonwealth Equity Services reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 101,237 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $2.51M.
  • Commonwealth Equity Services first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q2 2022 and held it in 10 quarters.
  • Commonwealth Equity Services's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $7.09M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Commonwealth Equity Services's 13F filing for Q4 2024, filed 10 Feb 2025.