HighTower Advisors
BSMO

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

HighTower 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
2024
Q4 		– Sell
-51,299
Closed -$1.27M – 4108
2024
Q3 		$1.27M Buy
51,299
+1,737
+4% +$43.1K ﹤0.01% 1776
2024
Q2 		$1.23M Sell
49,562
-1,909
-4% -$47.4K ﹤0.01% 1733
2024
Q1 		$1.27M Buy
51,471
+12,398
+32% +$308K ﹤0.01% 1672
2023
Q4 		$972K Buy
39,073
+3,181
+9% +$78.8K ﹤0.01% 1855
2023
Q3 		$884K Buy
35,892
+1,093
+3% +$27K ﹤0.01% 1857
2023
Q2 		$862K Buy
34,799
+2,008
+6% +$49.7K ﹤0.01% 1843
2023
Q1 		$817K Buy
32,791
+7
+0% +$174 ﹤0.01% 1801
2022
Q4 		$811K Buy
+32,784
New +$808K ﹤0.01% 1802
2022
Q2 		– Sell
-8,355
Closed -$208K – 3602
2022
Q1 		$208K Hold
8,355
– – ﹤0.01% 2827
2021
Q4 		$216K Buy
+8,355
New +$215K ﹤0.01% 2707

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

HighTower Advisors's BSMO Position: Q4 2024 in Review

HighTower Advisors sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 51,299 shares — an estimated $1.27M sold.

HighTower Advisors first reported a position in BSMO in Q4 2021 and held it in 10 quarters. The position peaked at $1.27M in Q1 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • HighTower Advisors reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • HighTower Advisors sold 51,299 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $1.27M.
  • HighTower Advisors first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2021 and held it in 10 quarters.
  • HighTower Advisors's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $1.27M in Q1 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.