GWP
BSMO

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

Gateway Wealth Partners’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
2023
Q4 		– Sell
-257,768
Closed -$6.35M – 294
2023
Q3 		$6.35M Buy
257,768
+995
+0.4% +$24.6K 1.15% 18
2023
Q2 		$6.36M Buy
256,773
+13,467
+6% +$333K 1.14% 19
2023
Q1 		$6.06M Buy
243,306
+29,387
+14% +$730K 0.93% 24
2022
Q4 		$5.29M Buy
+213,919
New +$5.27M 0.91% 24

Other funds holding BSMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return