KOC
BSMO

Koss-Olinger Consulting’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Koss-Olinger Consulting’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
-13,830
Closed -$343K – 301
2024
Q3 		$343K Sell
13,830
-239
-2% -$5.94K 0.03% 211
2024
Q2 		$349K Buy
+14,069
New +$349K 0.03% 192
2024
Q1 		– Sell
-13,828
Closed -$345K – 337
2023
Q4 		$345K Buy
13,828
+730
+6% +$18.1K 0.03% 222
2023
Q3 		$323K Buy
13,098
+310
+2% +$7.66K 0.05% 177
2023
Q2 		$317K Buy
12,788
+667
+6% +$16.5K 0.04% 179
2023
Q1 		$302K Buy
12,121
+1,087
+10% +$27K 0.04% 175
2022
Q4 		$273K Hold
11,034
– – 0.04% 166
2022
Q3 		$269K Buy
+11,034
New +$275K 0.05% 172

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

Koss-Olinger Consulting's BSMO Position: Q4 2024 in Review

Koss-Olinger Consulting sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 13,830 shares — an estimated $343K sold.

Koss-Olinger Consulting first reported a position in BSMO in Q3 2022 and held it in 8 quarters. The position peaked at $349K in Q2 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Koss-Olinger Consulting reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Koss-Olinger Consulting sold 13,830 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $343K.
  • Koss-Olinger Consulting first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q3 2022 and held it in 8 quarters.
  • Koss-Olinger Consulting's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $349K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Koss-Olinger Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.