LF
BSMO

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

Lantz Financial’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
-18,408
Closed -$457K – 241
2024
Q3 		$457K Sell
18,408
-2,394
-12% -$59.5K 0.12% 144
2024
Q2 		$516K Sell
20,802
-211
-1% -$5.23K 0.16% 127
2024
Q1 		$521K Sell
21,013
-1,911
-8% -$47.4K 0.17% 123
2023
Q4 		$571K Sell
22,924
-2,392
-9% -$59.3K 0.21% 102
2023
Q3 		$624K Sell
25,316
-335
-1% -$8.28K 0.25% 93
2023
Q2 		$635K Buy
25,651
+1,682
+7% +$41.6K 0.25% 94
2023
Q1 		$597K Buy
23,969
+4,335
+22% +$108K 0.25% 94
2022
Q4 		$486K Buy
+19,634
New +$484K 0.22% 109

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

Lantz Financial's BSMO Position: Q4 2024 in Review

Lantz Financial sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 18,408 shares — an estimated $457K sold.

Lantz Financial first reported a position in BSMO in Q4 2022 and held it in 8 quarters. The position peaked at $635K in Q2 2023. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Lantz Financial reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Lantz Financial sold 18,408 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $457K.
  • Lantz Financial first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2022 and held it in 8 quarters.
  • Lantz Financial's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $635K in Q2 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Lantz Financial's 13F filing for Q4 2024, filed 21 Jan 2025.