HI
BSMO

Harbour Investments’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Harbour Investments’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
-2,922
Closed -$72.5K – 3606
2024
Q3 		$72.5K Buy
2,922
+19
+0.7% +$472 ﹤0.01% 1487
2024
Q2 		$72.1K Buy
2,903
+19
+0.7% +$471 ﹤0.01% 1382
2024
Q1 		$71.5K Buy
2,884
+18
+0.6% +$446 ﹤0.01% 1358
2023
Q4 		$71.4K Buy
2,866
+16
+0.6% +$396 ﹤0.01% 1285
2023
Q3 		$70.2K Buy
2,850
+16
+0.6% +$396 ﹤0.01% 1192
2023
Q2 		$70.2K Buy
+2,834
New +$70.1K ﹤0.01% 1206

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

Harbour Investments's BSMO Position: Q4 2024 in Review

Harbour Investments sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 2,922 shares — an estimated $72.5K sold.

Harbour Investments first reported a position in BSMO in Q2 2023 and held it in 6 quarters. The position peaked at $72.5K in Q3 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Harbour Investments reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Harbour Investments sold 2,922 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $72.5K.
  • Harbour Investments first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q2 2023 and held it in 6 quarters.
  • Harbour Investments's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $72.5K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Harbour Investments's 13F filing for Q4 2024, filed 10 Feb 2025.