Goldman Sachs
BSMO

Goldman Sachs’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Goldman Sachs’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
Q3 		– Sell
-24,623
Closed -$611K – 6139
2024
Q2 		$611K Buy
+24,623
New +$611K ﹤0.01% 4719
2020
Q2 		– Sell
-39,665
Closed -$984K – 5532
2020
Q1 		$984K Hold
39,665
– – ﹤0.01% 3775
2019
Q4 		$994K Hold
39,665
– – ﹤0.01% 4131
2019
Q3 		$991K Buy
+39,665
New +$993K ﹤0.01% 4041

Other funds holding BSMO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs's BSMO Position: Q3 2024 in Review

Goldman Sachs sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q3 2024, closing a stake of 24,623 shares — an estimated $611K sold.

Goldman Sachs first reported a position in BSMO in Q3 2019 and held it in 4 quarters. The position peaked at $994K in Q4 2019. 102 funds tracked by Wall St. Rank hold BSMO as of Q3 2024.

  • Goldman Sachs reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Goldman Sachs sold 24,623 Invesco BulletShares 2024 Municipal Bond ETF shares in Q3 2024, an estimated $611K.
  • Goldman Sachs first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q3 2019 and held it in 4 quarters.
  • Goldman Sachs's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $994K in Q4 2019.
  • 102 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q3 2024.

Based on Goldman Sachs's 13F filing for Q3 2024, filed 14 Nov 2024.