HWM
BSMO

Horizons Wealth Management’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Horizons Wealth Management’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
-12,171
Closed -$302K – 177
2024
Q3 		$302K Hold
12,171
– – 0.23% 52
2024
Q2 		$303K Sell
12,171
-11,602
-49% -$288K 0.24% 51
2024
Q1 		$592K Hold
23,773
– – 0.39% 34
2023
Q4 		$592K Buy
23,773
+1,026
+5% +$25.4K 0.39% 34
2023
Q3 		$561K Buy
22,747
+12,168
+115% +$301K 0.41% 35
2023
Q2 		$262K Hold
10,579
– – 0.19% 57
2023
Q1 		$263K Hold
10,579
– – 0.19% 53
2022
Q4 		$262K Hold
10,579
– – 0.21% 47
2022
Q3 		$258K Hold
10,579
– – 0.24% 45
2022
Q2 		$264K Buy
+10,579
New +$262K 0.22% 47

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

Horizons Wealth Management's BSMO Position: Q4 2024 in Review

Horizons Wealth Management sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 12,171 shares — an estimated $302K sold.

Horizons Wealth Management first reported a position in BSMO in Q2 2022 and held it in 10 quarters. The position peaked at $592K in Q1 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Horizons Wealth Management reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Horizons Wealth Management sold 12,171 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $302K.
  • Horizons Wealth Management first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q2 2022 and held it in 10 quarters.
  • Horizons Wealth Management's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $592K in Q1 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Horizons Wealth Management's 13F filing for Q4 2024, filed 7 Jan 2025.