LB
BSMO

Leo Brokerage’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Leo Brokerage’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
2023
Q2 		$1.58M Hold
63,660
– – 0.18% 89
2023
Q1 		$1.58M Buy
+63,660
New +$1.58M 0.24% 83

Other funds holding BSMO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Leo Brokerage's BSMO Position: Q2 2023 in Review

Leo Brokerage held its Invesco BulletShares 2024 Municipal Bond ETF (BSMO) position steady in Q2 2023 at 63,660 shares worth $1.58M. The position accounts for 0.18% of the portfolio, ranked #89.

Leo Brokerage first reported a position in BSMO in Q1 2023 and has held it in 2 quarters since. The position peaked at $1.58M in Q1 2023. 85 funds tracked by Wall St. Rank hold BSMO as of Q2 2023.

  • Leo Brokerage held 63,660 shares of Invesco BulletShares 2024 Municipal Bond ETF worth $1.58M as of Q2 2023.
  • Leo Brokerage left its Invesco BulletShares 2024 Municipal Bond ETF share count unchanged in Q2 2023.
  • Invesco BulletShares 2024 Municipal Bond ETF made up 0.18% of Leo Brokerage's portfolio in Q2 2023, its #89 holding.
  • Leo Brokerage first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • Leo Brokerage's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $1.58M in Q1 2023.
  • 85 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.