LIM
BSMO

Leavell Investment Management’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Leavell Investment Management’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
-14,655
Closed -$364K – 556
2024
Q3 		$364K Hold
14,655
– – 0.02% 441
2024
Q2 		$364K Hold
14,655
– – 0.02% 409
2024
Q1 		$363K Hold
14,655
– – 0.02% 396
2023
Q4 		$365K Sell
14,655
-400
-3% -$9.91K 0.02% 371
2023
Q3 		$371K Hold
15,055
– – 0.03% 372
2023
Q2 		$373K Buy
15,055
+4,050
+37% +$100K 0.03% 371
2023
Q1 		$274K Hold
11,005
– – 0.02% 400
2022
Q4 		$272K Buy
11,005
+1,800
+20% +$44.3K 0.02% 388
2022
Q3 		$224K Sell
9,205
-2,000
-18% -$49.8K 0.02% 407
2022
Q2 		$279K Buy
11,205
+3,030
+37% +$75.1K 0.02% 375
2022
Q1 		$204K Hold
8,175
– – 0.01% 410
2021
Q4 		$210K Buy
+8,175
New +$211K 0.01% 424

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

Leavell Investment Management's BSMO Position: Q4 2024 in Review

Leavell Investment Management sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 14,655 shares — an estimated $364K sold.

Leavell Investment Management first reported a position in BSMO in Q4 2021 and held it in 12 quarters. The position peaked at $373K in Q2 2023. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Leavell Investment Management reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Leavell Investment Management sold 14,655 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $364K.
  • Leavell Investment Management first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2021 and held it in 12 quarters.
  • Leavell Investment Management's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $373K in Q2 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Leavell Investment Management's 13F filing for Q4 2024, filed 29 Jan 2025.