HHM Wealth Advisors’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

HHM Wealth Advisors’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	–	Sell	-1,970	Closed	-$48K	–	748
2022 Q3	$48K	Hold	1,970	–	–	0.01%	243
2022 Q2	$49K	Hold	1,970	–	–	0.01%	280
2022 Q1	$49K	Hold	1,970	–	–	0.01%	310
2021 Q4	$51K	Hold	1,970	–	–	0.01%	308
2021 Q3	$51K	Hold	1,970	–	–	0.01%	297
2021 Q2	$51K	Hold	1,970	–	–	0.01%	296
2021 Q1	$51K	Hold	1,970	–	–	0.02%	275
2020 Q4	$51K	Hold	1,970	–	–	0.02%	256
2020 Q3	$50K	Hold	1,970	–	–	0.02%	224
2020 Q2	$50K	Hold	1,970	–	–	0.02%	227
2020 Q1	$49K	Buy	+1,970	New	+$49.5K	0.02%	206

Other funds holding BSMO

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HHM Wealth Advisors's BSMO Position: Q4 2022 in Review

HHM Wealth Advisors sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2022, closing a stake of 1,970 shares — an estimated $48K sold.

HHM Wealth Advisors first reported a position in BSMO in Q1 2020 and held it in 11 quarters. The position peaked at $51K in Q4 2021. 76 funds tracked by Wall St. Rank hold BSMO as of Q4 2022.

HHM Wealth Advisors reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
HHM Wealth Advisors sold 1,970 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2022, an estimated $48K.
HHM Wealth Advisors first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q1 2020 and held it in 11 quarters.
HHM Wealth Advisors's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $51K in Q4 2021.
76 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2022.

Based on HHM Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.