FFG
BSMO

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

Foundry 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
2024
Q4 		– Sell
-8,100
Closed -$201K – 65
2024
Q3 		$201K Sell
8,100
-1,690
-17% -$42K 0.13% 57
2024
Q2 		$243K Hold
9,790
– – 0.17% 49
2024
Q1 		$243K Sell
9,790
-6,307
-39% -$156K 0.17% 51
2023
Q4 		$401K Buy
+16,097
New +$399K 0.34% 42

Other funds holding BSMO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Foundry Financial Group's BSMO Position: Q4 2024 in Review

Foundry Financial Group sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 8,100 shares — an estimated $201K sold.

Foundry Financial Group first reported a position in BSMO in Q4 2023 and held it in 4 quarters. The position peaked at $401K in Q4 2023. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Foundry Financial Group reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Foundry Financial Group sold 8,100 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $201K.
  • Foundry Financial Group first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2023 and held it in 4 quarters.
  • Foundry Financial Group's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $401K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Foundry Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.