Focus Partners Wealth
BSMO

Focus Partners Wealth’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Focus Partners Wealth’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
-69,867
Closed -$1.73M – 1983
2024
Q3 		$1.73M Sell
69,867
-5,579
-7% -$139K 0.01% 803
2024
Q2 		$1.87M Buy
75,446
+2,043
+3% +$50.7K 0.01% 662
2024
Q1 		$1.82M Buy
73,403
+22,080
+43% +$548K 0.01% 501
2023
Q4 		$1.28M Buy
+51,323
New +$1.27M 0.02% 413

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 Partners Wealth's BSMO Position: Q4 2024 in Review

Focus Partners Wealth sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 69,867 shares — an estimated $1.73M sold.

Focus Partners Wealth first reported a position in BSMO in Q4 2023 and held it in 4 quarters. The position peaked at $1.87M in Q2 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Focus Partners Wealth reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 69,867 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $1.73M.
  • Focus Partners Wealth first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2023 and held it in 4 quarters.
  • Focus Partners Wealth's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $1.87M in Q2 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Focus Partners Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.