CW
BSMO

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

CreativeOne Wealth’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
Q3 		– Sell
-80,450
Closed -$1.99M – 855
2023
Q2 		$1.99M Hold
80,450
– – 0.09% 209
2023
Q1 		$2M Buy
+80,450
New +$2M 0.1% 183

Other funds holding BSMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CreativeOne Wealth's BSMO Position: Q3 2023 in Review

CreativeOne Wealth sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q3 2023, closing a stake of 80,450 shares — an estimated $1.99M sold.

CreativeOne Wealth first reported a position in BSMO in Q1 2023 and held it in 2 quarters. The position peaked at $2M in Q1 2023. 84 funds tracked by Wall St. Rank hold BSMO as of Q3 2023.

  • CreativeOne Wealth reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
  • CreativeOne Wealth sold 80,450 Invesco BulletShares 2024 Municipal Bond ETF shares in Q3 2023, an estimated $1.99M.
  • CreativeOne Wealth first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q1 2023 and held it in 2 quarters.
  • CreativeOne Wealth's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $2M in Q1 2023.
  • 84 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q3 2023.

Based on CreativeOne Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.