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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $2.09B AUM 24.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gateway Wealth Partners's BSMO Position: Q4 2023 in Review

Gateway Wealth Partners sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2023, closing a stake of 257,768 shares — an estimated $6.35M sold.

Gateway Wealth Partners first reported a position in BSMO in Q4 2022 and held it in 4 quarters. The position peaked at $6.36M in Q2 2023. 99 funds tracked by Wall St. Rank hold BSMO as of Q4 2023.

  • Gateway Wealth Partners reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Gateway Wealth Partners sold 257,768 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2023, an estimated $6.35M.
  • Gateway Wealth Partners first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2022 and held it in 4 quarters.
  • Gateway Wealth Partners's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $6.36M in Q2 2023.
  • 99 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2023.

Based on Gateway Wealth Partners's 13F filing for Q4 2023, filed 13 Feb 2024.