FFA
BSMO

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

Farther Finance 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
-427
Closed -$10.6K – 4185
2024
Q3 		$10.6K Sell
427
-19,853
-98% -$493K ﹤0.01% 2341
2024
Q2 		$503K Buy
20,280
+1,767
+10% +$43.8K 0.02% 479
2024
Q1 		$459K Sell
18,513
-1,429
-7% -$35.4K 0.03% 419
2023
Q4 		$497K Buy
19,942
+3,709
+23% +$91.9K 0.04% 351
2023
Q3 		$400K Buy
16,233
+860
+6% +$21.3K 0.06% 239
2023
Q2 		$381K Buy
+15,373
New +$380K 0.08% 199

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

Farther Finance Advisors's BSMO Position: Q4 2024 in Review

Farther Finance Advisors sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 427 shares — an estimated $10.6K sold.

Farther Finance Advisors first reported a position in BSMO in Q2 2023 and held it in 6 quarters. The position peaked at $503K in Q2 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Farther Finance Advisors reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 427 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $10.6K.
  • Farther Finance Advisors first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q2 2023 and held it in 6 quarters.
  • Farther Finance Advisors's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $503K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Farther Finance Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.