MTWM
BSMO

Masso Torrence Wealth Management’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Masso Torrence Wealth Management’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
-12,544
Closed -$311K – 105
2024
Q3 		$311K Sell
12,544
-3,250
-21% -$80.7K 0.17% 73
2024
Q2 		$392K Sell
15,794
-9,683
-38% -$240K 0.22% 64
2024
Q1 		$631K Hold
25,477
– – 0.37% 50
2023
Q4 		$635K Sell
25,477
-2,233
-8% -$55.3K 0.43% 45
2023
Q3 		$683K Sell
27,710
-500
-2% -$12.4K 0.53% 43
2023
Q2 		$699K Buy
28,210
+2,515
+10% +$62.2K 0.5% 45
2023
Q1 		$640K Hold
25,695
– – 0.51% 49
2022
Q4 		$636K Buy
25,695
+13,699
+114% +$337K 0.51% 47
2022
Q3 		$292K Buy
+11,996
New +$299K 0.26% 64

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

Masso Torrence Wealth Management's BSMO Position: Q4 2024 in Review

Masso Torrence Wealth Management sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 12,544 shares — an estimated $311K sold.

Masso Torrence Wealth Management first reported a position in BSMO in Q3 2022 and held it in 9 quarters. The position peaked at $699K in Q2 2023. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Masso Torrence Wealth Management reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 12,544 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $311K.
  • Masso Torrence Wealth Management first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q3 2022 and held it in 9 quarters.
  • Masso Torrence Wealth Management's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $699K in Q2 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Masso Torrence Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.