DAS
BSMO

Diversify Advisory Services’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Diversify Advisory 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
-8,069
Closed -$200K – 700
2024
Q3 		$200K Hold
8,069
– – 0.01% 610
2024
Q2 		$200K Buy
+8,069
New +$200K 0.01% 608

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

Diversify Advisory Services's BSMO Position: Q4 2024 in Review

Diversify Advisory Services sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 8,069 shares — an estimated $200K sold.

Diversify Advisory Services first reported a position in BSMO in Q2 2024 and held it in 2 quarters. The position peaked at $200K in Q2 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Diversify Advisory Services reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 8,069 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $200K.
  • Diversify Advisory Services first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q2 2024 and held it in 2 quarters.
  • Diversify Advisory Services's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $200K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Diversify Advisory Services's 13F filing for Q4 2024, filed 16 Jan 2025.