CFS
BSMO

CRA Financial Services’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

CRA Financial 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
-9,000
Closed -$223K – 285
2024
Q3 		$223K Hold
9,000
– – 0.04% 241
2024
Q2 		$223K Buy
+9,000
New +$223K 0.05% 233

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

CRA Financial Services's BSMO Position: Q4 2024 in Review

CRA Financial Services sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 9,000 shares — an estimated $223K sold.

CRA Financial Services first reported a position in BSMO in Q2 2024 and held it in 2 quarters. The position peaked at $223K in Q3 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • CRA Financial Services reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • CRA Financial Services sold 9,000 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $223K.
  • CRA Financial Services first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q2 2024 and held it in 2 quarters.
  • CRA Financial Services's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $223K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on CRA Financial Services's 13F filing for Q4 2024, filed 31 Jan 2025.