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 0.06% 230
2024
Q2 		$9.5M Sell
382,912
-48,103
-11% -$1.19M 0.08% 185
2024
Q1 		$10.7M Buy
431,015
+17,294
+4% +$429K 0.1% 161
2023
Q4 		$10.3M Buy
413,721
+180,256
+77% +$4.46M 0.1% 151
2023
Q3 		$5.75M Buy
233,465
+206,629
+770% +$5.11M 0.06% 211
2023
Q2 		$665K Buy
+26,836
New +$664K 0.01% 647

Other funds holding BSMO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return