IA
BSMO

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

IFP 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
2025
Q1 		– Sell
-22,175
Closed -$552K – 4697
2024
Q4 		$552K Sell
22,175
-2,991
-12% -$74.3K 0.02% 698
2024
Q3 		$625K Buy
25,166
+1,456
+6% +$36.2K 0.02% 611
2024
Q2 		$588K Buy
23,710
+2,918
+14% +$72.4K 0.02% 604
2024
Q1 		$515K Sell
20,792
-2,512
-11% -$62.3K 0.02% 597
2023
Q4 		$581K Sell
23,304
-3,633
-13% -$90K 0.03% 537
2023
Q3 		$664K Sell
26,937
-4,061
-13% -$100K 0.03% 503
2023
Q2 		$768K Sell
30,998
-2,573
-8% -$63.7K 0.03% 511
2023
Q1 		$839K Sell
33,571
-8,629
-20% -$214K 0.04% 442
2022
Q4 		$1.05M Sell
42,200
-2,177
-5% -$53.6K 0.03% 604
2022
Q3 		$1.11M Buy
44,377
+4,123
+10% +$103K 0.03% 608
2022
Q2 		$1M Hold
40,254
– – 0.03% 584
2022
Q1 		$1M Buy
+40,254
New +$1.02M 0.03% 584

Other funds holding BSMO

HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

IFP Advisors's BSMO Position: Q1 2025 in Review

IFP Advisors sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q1 2025, closing a stake of 22,175 shares — an estimated $552K sold.

IFP Advisors first reported a position in BSMO in Q1 2022 and held it in 12 quarters. The position peaked at $1.11M in Q3 2022. 0 funds tracked by Wall St. Rank hold BSMO as of Q1 2025.

  • IFP Advisors reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • IFP Advisors sold 22,175 Invesco BulletShares 2024 Municipal Bond ETF shares in Q1 2025, an estimated $552K.
  • IFP Advisors first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q1 2022 and held it in 12 quarters.
  • IFP Advisors's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $1.11M in Q3 2022.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.