MA
BSMO

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

MONECO 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
-21,971
Closed -$545K – 492
2024
Q3 		$545K Buy
21,971
+6,371
+41% +$158K 0.07% 244
2024
Q2 		$387K Buy
15,600
+7,404
+90% +$184K 0.06% 272
2024
Q1 		$203K Sell
8,196
-855
-9% -$21.2K 0.03% 398
2023
Q4 		$226K Buy
+9,051
New +$224K 0.04% 344

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

MONECO Advisors's BSMO Position: Q4 2024 in Review

MONECO Advisors sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 21,971 shares — an estimated $545K sold.

MONECO Advisors first reported a position in BSMO in Q4 2023 and held it in 4 quarters. The position peaked at $545K in Q3 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • MONECO Advisors reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • MONECO Advisors sold 21,971 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $545K.
  • MONECO Advisors first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2023 and held it in 4 quarters.
  • MONECO Advisors's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $545K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on MONECO Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.