Mirador Capital Partners’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Mirador Capital Partners’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	-30,776	Closed	-$764K	–	209
2024 Q3	$764K	Buy	30,776 +195	+0.6%	+$4.84K	0.14%	105
2024 Q2	$759K	Buy	30,581 +203	+0.7%	+$5.04K	0.14%	95
2024 Q1	$753K	Sell	30,378 -7,844	-21%	-$195K	0.14%	103
2023 Q4	$952K	Sell	38,222 -19,778	-34%	-$490K	0.2%	79
2023 Q3	$1.43M	Hold	58,000	–	–	0.33%	64
2023 Q2	$1.44M	Buy	58,000 +20,000	+53%	+$495K	0.34%	65
2023 Q1	$946K	Buy	38,000 +4,000	+12%	+$99.4K	0.22%	74
2022 Q4	$842K	Buy	+34,000	New	+$838K	0.2%	80

Other funds holding BSMO

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

Mirador Capital Partners's BSMO Position: Q4 2024 in Review

Mirador Capital Partners sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 30,776 shares — an estimated $764K sold.

Mirador Capital Partners first reported a position in BSMO in Q4 2022 and held it in 8 quarters. The position peaked at $1.44M in Q2 2023. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

Mirador Capital Partners reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Mirador Capital Partners sold 30,776 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $764K.
Mirador Capital Partners first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2022 and held it in 8 quarters.
Mirador Capital Partners's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $1.44M in Q2 2023.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Mirador Capital Partners's 13F filing for Q4 2024, filed 15 Jan 2025.