HGERS
BSMO

Householder Group Estate & Retirement Specialist’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Householder Group Estate & Retirement Specialist’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
-2,008
Closed -$49K – 1287
2024
Q3 		$49K Buy
+2,008
New +$49.9K 0.01% 486

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

Householder Group Estate & Retirement Specialist's BSMO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 2,008 shares — an estimated $49K sold.

Householder Group Estate & Retirement Specialist first reported a position in BSMO in Q3 2024 and held it in 1 quarter. The position peaked at $49K in Q3 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 2,008 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $49K.
  • Householder Group Estate & Retirement Specialist first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q3 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $49K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.