JY
BSMO

Jeff Yass’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Jeff Yass’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
-77,251
Closed -$1.92M – 13528
2024
Q3 		$1.92M Buy
77,251
+9,159
+13% +$227K ﹤0.01% 5354
2024
Q2 		$1.69M Buy
68,092
+58,749
+629% +$1.46M ﹤0.01% 5428
2024
Q1 		$232K Buy
+9,343
New +$232K ﹤0.01% 10280
2023
Q2 		– Sell
-67,407
Closed -$1.68M – 13380
2023
Q1 		$1.68M Sell
67,407
-16,186
-19% -$402K ﹤0.01% 5517
2022
Q4 		$2.07M Buy
83,593
+51,319
+159% +$1.26M ﹤0.01% 4637
2022
Q3 		$787K Buy
+32,274
New +$803K ﹤0.01% 7280
2021
Q1 		– Sell
-50,020
Closed -$1.29M – 12966
2020
Q4 		$1.29M Buy
+50,020
New +$1.28M ﹤0.01% 6088

Other funds holding BSMO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Jeff Yass's BSMO Position: Q4 2024 in Review

Jeff Yass sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 77,251 shares — an estimated $1.92M sold.

Jeff Yass first reported a position in BSMO in Q4 2020 and held it in 7 quarters. The position peaked at $2.07M in Q4 2022. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Jeff Yass reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Jeff Yass sold 77,251 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $1.92M.
  • Jeff Yass first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2020 and held it in 7 quarters.
  • Jeff Yass's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $2.07M in Q4 2022.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Susquehanna International Group's 13F filing for Q4 2024, filed 14 Feb 2025.