MML Investors Services
BSMO

MML Investors Services’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

MML Investors Services’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
-37,226
Closed -$924K – 2761
2024
Q3 		$924K Sell
37,226
-976
-3% -$24.2K ﹤0.01% 1493
2024
Q2 		$948K Buy
38,202
+5,905
+18% +$146K ﹤0.01% 1434
2024
Q1 		$800K Sell
32,297
-30,417
-49% -$754K ﹤0.01% 1538
2023
Q4 		$1.56M Buy
62,714
+40,343
+180% +$999K 0.01% 1125
2023
Q3 		$551K Buy
22,371
+3,850
+21% +$95.2K ﹤0.01% 1567
2023
Q2 		$459K Buy
18,521
+5,505
+42% +$136K ﹤0.01% 1687
2023
Q1 		$324K Buy
13,016
+512
+4% +$12.7K ﹤0.01% 1633
2022
Q4 		$309K Buy
+12,504
New +$308K ﹤0.01% 1754

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

MML Investors Services's BSMO Position: Q4 2024 in Review

MML Investors Services sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 37,226 shares — an estimated $924K sold.

MML Investors Services first reported a position in BSMO in Q4 2022 and held it in 8 quarters. The position peaked at $1.56M in Q4 2023. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • MML Investors Services reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • MML Investors Services sold 37,226 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $924K.
  • MML Investors Services first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2022 and held it in 8 quarters.
  • MML Investors Services's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $1.56M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on MML Investors Services's 13F filing for Q4 2024, filed 13 Feb 2025.