FFN
BSMO

Focus Financial Network’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Focus Financial Network’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
-79,907
Closed -$1.98M – 712
2024
Q3 		$1.98M Buy
79,907
+5,242
+7% +$130K 0.08% 185
2024
Q2 		$1.86M Sell
74,665
-1,103
-1% -$27.4K 0.08% 186
2024
Q1 		$1.88M Buy
75,768
+25,048
+49% +$621K 0.09% 167
2023
Q4 		$1.26M Buy
50,720
+41,419
+445% +$1.03M 0.05% 275
2023
Q3 		$229K Buy
+9,301
New +$230K 0.01% 533

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

Focus Financial Network's BSMO Position: Q4 2024 in Review

Focus Financial Network sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 79,907 shares — an estimated $1.98M sold.

Focus Financial Network first reported a position in BSMO in Q3 2023 and held it in 5 quarters. The position peaked at $1.98M in Q3 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Focus Financial Network reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Focus Financial Network sold 79,907 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $1.98M.
  • Focus Financial Network first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q3 2023 and held it in 5 quarters.
  • Focus Financial Network's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $1.98M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Focus Financial Network's 13F filing for Q4 2024, filed 29 Jan 2025.