Lido Advisors
BSMO

Lido Advisors’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Lido Advisors’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
-341,090
Closed -$8.47M – 1627
2024
Q3 		$8.47M Sell
341,090
-41,822
-11% -$1.04M 0.04% 230
2024
Q2 		$9.5M Sell
382,912
-48,103
-11% -$1.19M 0.05% 185
2024
Q1 		$10.7M Buy
431,015
+17,294
+4% +$429K 0.06% 161
2023
Q4 		$10.3M Buy
413,721
+180,256
+77% +$4.46M 0.07% 151
2023
Q3 		$5.75M Buy
233,465
+206,629
+770% +$5.11M 0.04% 211
2023
Q2 		$665K Buy
+26,836
New +$664K ﹤0.01% 647

Other funds holding BSMO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Lido Advisors's BSMO Position: Q4 2024 in Review

Lido Advisors sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 341,090 shares — an estimated $8.47M sold.

Lido Advisors first reported a position in BSMO in Q2 2023 and held it in 6 quarters. The position peaked at $10.7M in Q1 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Lido Advisors reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Lido Advisors sold 341,090 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $8.47M.
  • Lido Advisors first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q2 2023 and held it in 6 quarters.
  • Lido Advisors's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $10.7M in Q1 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Lido Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.