LWL
BSMO

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

Leo Wealth LLC’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
-63,660
Closed -$1.58M – 387
2024
Q3 		$1.58M Hold
63,660
– – 0.14% 114
2024
Q2 		$1.58M Hold
63,660
– – 0.16% 109
2024
Q1 		$1.58M Hold
63,660
– – 0.16% 110
2023
Q4 		$1.58M Buy
+63,660
New +$1.58M 0.16% 99

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

Leo Wealth LLC's BSMO Position: Q4 2024 in Review

Leo Wealth LLC sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 63,660 shares — an estimated $1.58M sold.

Leo Wealth LLC first reported a position in BSMO in Q4 2023 and held it in 4 quarters. The position peaked at $1.58M in Q3 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Leo Wealth LLC reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Leo Wealth LLC sold 63,660 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $1.58M.
  • Leo Wealth LLC first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2023 and held it in 4 quarters.
  • Leo Wealth LLC's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $1.58M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Leo Wealth LLC's 13F filing for Q4 2024, filed 28 Jan 2025.