DWM
BSMO

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

Denver 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
-31,014
Closed -$770K – 88
2024
Q3 		$770K Sell
31,014
-8,310
-21% -$206K 0.36% 38
2024
Q2 		$976K Sell
39,324
-8,810
-18% -$219K 0.49% 34
2024
Q1 		$1.19M Sell
48,134
-3,792
-7% -$94.1K 0.61% 27
2023
Q4 		$1.29M Sell
51,926
-1,505
-3% -$37.3K 0.73% 26
2023
Q3 		$1.32M Sell
53,431
-9,294
-15% -$230K 0.85% 25
2023
Q2 		$1.55M Sell
62,725
-793
-1% -$19.6K 1.08% 23
2023
Q1 		$1.58M Sell
63,518
-623
-1% -$15.5K 1.1% 25
2022
Q4 		$1.59M Buy
64,141
+35,590
+125% +$877K 1.19% 21
2022
Q3 		$696K Buy
+28,551
New +$711K 0.66% 28

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

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

Denver Wealth Management sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 31,014 shares — an estimated $770K sold.

Denver Wealth Management first reported a position in BSMO in Q3 2022 and held it in 9 quarters. The position peaked at $1.59M in Q4 2022. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Denver Wealth Management reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Denver Wealth Management sold 31,014 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $770K.
  • Denver Wealth Management first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q3 2022 and held it in 9 quarters.
  • Denver Wealth Management's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $1.59M in Q4 2022.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Denver Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.