CCC
BSMO

Crescent Capital Consulting’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Crescent Capital Consulting’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
2021
Q1 		– Sell
-1,000
Closed -$26K – 561
2020
Q4 		$26K Buy
+1,000
New +$25.6K 0.01% 306

Other funds holding BSMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $5.13B AUM 22.98% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
BC
Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 1-Year Est. Return

Crescent Capital Consulting's BSMO Position: Q1 2021 in Review

Crescent Capital Consulting sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q1 2021, closing a stake of 1,000 shares — an estimated $26K sold.

Crescent Capital Consulting first reported a position in BSMO in Q4 2020 and held it in 1 quarter. The position peaked at $26K in Q4 2020. 24 funds tracked by Wall St. Rank hold BSMO as of Q1 2021.

  • Crescent Capital Consulting reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Crescent Capital Consulting sold 1,000 Invesco BulletShares 2024 Municipal Bond ETF shares in Q1 2021, an estimated $26K.
  • Crescent Capital Consulting first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2020 and held it in 1 quarter.
  • Crescent Capital Consulting's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $26K in Q4 2020.
  • 24 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q1 2021.

Based on Crescent Capital Consulting's 13F filing for Q1 2021, filed 15 Apr 2021.