Janney Montgomery Scott’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Janney Montgomery Scott’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
2023 Q3	–	Sell	-42,419	Closed	-$1.05M	–	2792
2023 Q2	$1.05M	Hold	42,419	–	–	﹤0.01%	1386
2023 Q1	$1.06M	Hold	42,419	–	–	﹤0.01%	1284
2022 Q4	$1.05M	Hold	42,419	–	–	﹤0.01%	1346
2022 Q3	$1.03M	Hold	42,419	–	–	﹤0.01%	1293
2022 Q2	$1.05M	Buy	+42,419	New	+$1.05M	﹤0.01%	1213

Other funds holding BSMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

GWP

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janney Montgomery Scott's BSMO Position: Q3 2023 in Review

Janney Montgomery Scott sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q3 2023, closing a stake of 42,419 shares — an estimated $1.05M sold.

Janney Montgomery Scott first reported a position in BSMO in Q2 2022 and held it in 5 quarters. The position peaked at $1.06M in Q1 2023. 84 funds tracked by Wall St. Rank hold BSMO as of Q3 2023.

Janney Montgomery Scott reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Janney Montgomery Scott sold 42,419 Invesco BulletShares 2024 Municipal Bond ETF shares in Q3 2023, an estimated $1.05M.
Janney Montgomery Scott first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q2 2022 and held it in 5 quarters.
Janney Montgomery Scott's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $1.06M in Q1 2023.
84 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q3 2023.

Based on Janney Montgomery Scott's 13F filing for Q3 2023, filed 8 Nov 2023.