KFI
BSMO

Key Financial Inc’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Key Financial Inc’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
-36,380
Closed -$903K – 1408
2024
Q3 		$903K Buy
36,380
+3,115
+9% +$77.4K 0.2% 95
2024
Q2 		$826K Hold
33,265
– – 0.2% 94
2024
Q1 		$824K Sell
33,265
-37,600
-53% -$933K 0.21% 87
2023
Q4 		$1.77M Buy
70,865
+10,000
+16% +$248K 0.48% 45
2023
Q3 		$1.5M Buy
60,865
+10,950
+22% +$271K 0.51% 41
2023
Q2 		$1.24M Hold
49,915
– – 0.41% 48
2023
Q1 		$1.24M Buy
49,915
+39,000
+357% +$969K 0.45% 44
2022
Q4 		$266K Hold
10,915
– – 0.13% 135
2022
Q3 		$266K Hold
10,915
– – 0.13% 137
2022
Q2 		$272K Buy
10,915
+513
+5% +$12.7K 0.15% 122
2022
Q1 		$259K Hold
10,402
– – 0.13% 128
2021
Q4 		$268K Hold
10,402
– – 0.13% 124
2021
Q3 		$268K Hold
10,402
– – 0.15% 121
2021
Q2 		$269K Hold
10,402
– – 0.15% 124
2021
Q1 		$268K Hold
10,402
– – 0.18% 112
2020
Q4 		$267K Hold
10,402
– – 0.2% 92
2020
Q3 		$266K Buy
+10,402
New +$266K 0.27% 86

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

Key Financial Inc's BSMO Position: Q4 2024 in Review

Key Financial Inc sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 36,380 shares — an estimated $903K sold.

Key Financial Inc first reported a position in BSMO in Q3 2020 and held it in 17 quarters. The position peaked at $1.77M in Q4 2023. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Key Financial Inc reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Key Financial Inc sold 36,380 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $903K.
  • Key Financial Inc first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q3 2020 and held it in 17 quarters.
  • Key Financial Inc's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $1.77M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Key Financial Inc's 13F filing for Q4 2024, filed 31 Jan 2025.