DFG
BSMO

DWM Financial Group’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

DWM Financial Group’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
2020
Q1 		– Sell
-8,160
Closed -$205K – 38
2019
Q4 		$205K Buy
+8,160
New +$204K 0.21% 29

Other funds holding BSMO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 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
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DWM Financial Group's BSMO Position: Q1 2020 in Review

DWM Financial Group sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q1 2020, closing a stake of 8,160 shares — an estimated $205K sold.

DWM Financial Group first reported a position in BSMO in Q4 2019 and held it in 1 quarter. The position peaked at $205K in Q4 2019. 11 funds tracked by Wall St. Rank hold BSMO as of Q1 2020.

  • DWM Financial Group reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q1 2020 after selling out during the quarter.
  • DWM Financial Group sold 8,160 Invesco BulletShares 2024 Municipal Bond ETF shares in Q1 2020, an estimated $205K.
  • DWM Financial Group first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2019 and held it in 1 quarter.
  • DWM Financial Group's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $205K in Q4 2019.
  • 11 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q1 2020.

Based on DWM Financial Group's 13F filing for Q1 2020, filed 13 May 2020.