MWA
BSMO

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

Midland Wealth 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
Q2 		– Sell
-8,272
Closed -$205K – 229
2024
Q1 		$205K Hold
8,272
– – 0.01% 193
2023
Q4 		$206K Buy
+8,272
New +$205K 0.01% 187

Other funds holding BSMO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $666B 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

Midland Wealth Advisors's BSMO Position: Q2 2024 in Review

Midland Wealth Advisors sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q2 2024, closing a stake of 8,272 shares — an estimated $205K sold.

Midland Wealth Advisors first reported a position in BSMO in Q4 2023 and held it in 2 quarters. The position peaked at $206K in Q4 2023. 113 funds tracked by Wall St. Rank hold BSMO as of Q2 2024.

  • Midland Wealth Advisors reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Midland Wealth Advisors sold 8,272 Invesco BulletShares 2024 Municipal Bond ETF shares in Q2 2024, an estimated $205K.
  • Midland Wealth Advisors first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2023 and held it in 2 quarters.
  • Midland Wealth Advisors's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $206K in Q4 2023.
  • 113 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q2 2024.

Based on Midland Wealth Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.