EH
BSMO

Equitable Holdings’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Equitable Holdings’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
-14,023
Closed -$348K – 1348
2024
Q3 		$348K Sell
14,023
-1,338
-9% -$33.2K ﹤0.01% 984
2024
Q2 		$381K Buy
15,361
+2,957
+24% +$73.3K ﹤0.01% 921
2024
Q1 		$307K Sell
12,404
-9,108
-42% -$226K ﹤0.01% 949
2023
Q4 		$536K Buy
21,512
+78
+0.4% +$1.93K 0.01% 754
2023
Q3 		$528K Buy
21,434
+1,150
+6% +$28.4K 0.01% 696
2023
Q2 		$502K Buy
20,284
+1,334
+7% +$33K 0.01% 700
2023
Q1 		$472K Buy
18,950
+172
+0.9% +$4.27K 0.01% 665
2022
Q4 		$465K Buy
18,778
+2,635
+16% +$64.9K 0.01% 634
2022
Q3 		$393K Buy
16,143
+1,378
+9% +$34.3K 0.01% 624
2022
Q2 		$367K Buy
+14,765
New +$366K 0.01% 633

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

Equitable Holdings's BSMO Position: Q4 2024 in Review

Equitable Holdings sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 14,023 shares — an estimated $348K sold.

Equitable Holdings first reported a position in BSMO in Q2 2022 and held it in 10 quarters. The position peaked at $536K in Q4 2023. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Equitable Holdings reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Equitable Holdings sold 14,023 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $348K.
  • Equitable Holdings first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q2 2022 and held it in 10 quarters.
  • Equitable Holdings's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $536K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Equitable Holdings's 13F filing for Q4 2024, filed 12 Feb 2025.