CWM
BSMO

Cornerstone Wealth Management’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Cornerstone Wealth Management’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
-38,067
Closed -$945K – 607
2024
Q3 		$945K Buy
38,067
+7
+0% +$174 0.07% 228
2024
Q2 		$945K Buy
38,060
+1,959
+5% +$48.6K 0.07% 214
2024
Q1 		$895K Sell
36,101
-3,024
-8% -$75K 0.07% 221
2023
Q4 		$975K Buy
39,125
+362
+0.9% +$8.97K 0.08% 202
2023
Q3 		$955K Buy
38,763
+2,286
+6% +$56.5K 0.09% 188
2023
Q2 		$904K Buy
36,477
+1,722
+5% +$42.6K 0.08% 199
2023
Q1 		$865K Buy
+34,755
New +$863K 0.09% 192
2022
Q3 		$625K Sell
25,638
-8,162
-24% -$203K 0.07% 220
2022
Q2 		$841K Buy
33,800
+17,850
+112% +$442K 0.09% 181
2022
Q1 		$398K Hold
15,950
– – 0.04% 317
2021
Q4 		$410K Buy
+15,950
New +$411K 0.04% 324

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

Cornerstone Wealth Management's BSMO Position: Q4 2024 in Review

Cornerstone Wealth Management sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 38,067 shares — an estimated $945K sold.

Cornerstone Wealth Management first reported a position in BSMO in Q4 2021 and held it in 11 quarters. The position peaked at $975K in Q4 2023. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Cornerstone Wealth Management reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Cornerstone Wealth Management sold 38,067 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $945K.
  • Cornerstone Wealth Management first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2021 and held it in 11 quarters.
  • Cornerstone Wealth Management's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $975K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Cornerstone Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.