HWMA
BSMO

Heritage Wealth Management (Arizona)’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$23.5K Sell
950
-275
-22% -$6.77K ﹤0.01% 637
2022
Q3 		$30K Buy
+1,225
New +$30.5K 0.01% 474

Other funds holding BSMO

RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BSMO Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) reduced its Invesco BulletShares 2024 Municipal Bond ETF (BSMO) stake by 22% in Q4 2022, selling an estimated $6.77K and leaving 950 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Heritage Wealth Management (Arizona) first reported a position in BSMO in Q3 2022 and has held it in 2 quarters since. The position peaked at $30K in Q3 2022. 76 funds tracked by Wall St. Rank hold BSMO as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 950 shares of Invesco BulletShares 2024 Municipal Bond ETF worth $23.5K as of Q4 2022.
  • Heritage Wealth Management (Arizona) sold 275 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2022, an estimated $6.77K.
  • Invesco BulletShares 2024 Municipal Bond ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #637 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q3 2022 and has held it in 2 quarters since.
  • Heritage Wealth Management (Arizona)'s Invesco BulletShares 2024 Municipal Bond ETF position peaked at $30K in Q3 2022.
  • 76 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.