Kestra Advisory Services’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Kestra Advisory Services’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	-32,642	Closed	-$810K	–	2855
2024 Q3	$810K	Hold	32,642	–	–	﹤0.01%	1450
2024 Q2	$810K	Buy	+32,642	New	+$810K	﹤0.01%	1456
2021 Q4	–	Sell	-26,307	Closed	-$678K	–	2214
2021 Q3	$678K	Buy	+26,307	New	+$680K	0.01%	1229
2021 Q1	–	Sell	-39,610	Closed	-$1.02M	–	2088
2020 Q4	$1.02M	Buy	+39,610	New	+$1.02M	0.01%	860

Other funds holding BSMO

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

Kestra Advisory Services's BSMO Position: Q4 2024 in Review

Kestra Advisory Services sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 32,642 shares — an estimated $810K sold.

Kestra Advisory Services first reported a position in BSMO in Q4 2020 and held it in 4 quarters. The position peaked at $1.02M in Q4 2020. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

Kestra Advisory Services reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Kestra Advisory Services sold 32,642 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $810K.
Kestra Advisory Services first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2020 and held it in 4 quarters.
Kestra Advisory Services's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $1.02M in Q4 2020.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Kestra Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.