HGA
BSMO

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

Hobbs Group 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
-41,569
Closed -$1.03M – 652
2024
Q3 		$1.03M Sell
41,569
-1,290
-3% -$32K 0.37% 49
2024
Q2 		$1.06M Buy
+42,859
New +$1.06M 0.4% 44
2023
Q4 		$1.08M Buy
+43,279
New +$1.07M 0.48% 36

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

Hobbs Group Advisors's BSMO Position: Q4 2024 in Review

Hobbs Group Advisors sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 41,569 shares — an estimated $1.03M sold.

Hobbs Group Advisors first reported a position in BSMO in Q4 2023 and held it in 3 quarters. The position peaked at $1.08M in Q4 2023. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Hobbs Group Advisors reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 41,569 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $1.03M.
  • Hobbs Group Advisors first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2023 and held it in 3 quarters.
  • Hobbs Group Advisors's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $1.08M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.