LWMG
BSMO

Levy Wealth Management Group’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Levy Wealth Management Group’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
Q2 		$261K Sell
10,497
-2,000
-16% -$49.6K 0.07% 89
2024
Q1 		$311K Hold
12,497
– – 0.09% 75
2023
Q4 		$311K Hold
12,497
– – 0.09% 75
2023
Q3 		$308K Hold
12,497
– – 0.1% 77
2023
Q2 		$310K Hold
12,497
– – 0.09% 81
2023
Q1 		$311K Buy
+12,497
New +$310K 0.1% 78

Other funds holding BSMO

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return