DA
BSMO

Dover Advisors’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Dover Advisors’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
-22,418
Closed -$556K – 145
2024
Q3 		$556K Hold
22,418
– – 0.32% 80
2024
Q2 		$556K Buy
22,418
+404
+2% +$10K 0.34% 77
2024
Q1 		$546K Buy
+22,014
New +$546K 0.37% 75
2023
Q4 		– Sell
-20,000
Closed -$493K – 103
2023
Q3 		$493K Hold
20,000
– – 0.5% 64
2023
Q2 		$495K Buy
+20,000
New +$495K 0.44% 65

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

Dover Advisors's BSMO Position: Q4 2024 in Review

Dover Advisors sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 22,418 shares — an estimated $556K sold.

Dover Advisors first reported a position in BSMO in Q2 2023 and held it in 5 quarters. The position peaked at $556K in Q3 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Dover Advisors reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Dover Advisors sold 22,418 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $556K.
  • Dover Advisors first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q2 2023 and held it in 5 quarters.
  • Dover Advisors's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $556K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Dover Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.