NSG
BSMO

Nalls Sherbakoff Group’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Nalls Sherbakoff Group’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
2023
Q4 		$35.7K Buy
1,434
+2
+0.1% +$50 0.03% 192
2023
Q3 		$35.3K Buy
1,432
+3
+0.2% +$74 0.03% 181
2023
Q2 		$35.2K Buy
1,429
+2
+0.1% +$49 0.03% 185
2023
Q1 		$35.5K Buy
+1,427
New +$35.5K 0.04% 190

Other funds holding BSMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nalls Sherbakoff Group's BSMO Position: Q4 2023 in Review

Nalls Sherbakoff Group increased its Invesco BulletShares 2024 Municipal Bond ETF (BSMO) stake by 0.14% in Q4 2023, buying an estimated $50 and bringing the position to 1,434 shares worth $35.7K. The position accounts for 0.03% of the portfolio, ranked #192.

Nalls Sherbakoff Group first reported a position in BSMO in Q1 2023 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold BSMO as of Q4 2023.

  • Nalls Sherbakoff Group held 1,434 shares of Invesco BulletShares 2024 Municipal Bond ETF worth $35.7K as of Q4 2023.
  • Nalls Sherbakoff Group bought 2 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2023, an estimated $50.
  • Invesco BulletShares 2024 Municipal Bond ETF made up 0.03% of Nalls Sherbakoff Group's portfolio in Q4 2023, its #192 holding.
  • Nalls Sherbakoff Group first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q1 2023 and has held it in 4 quarters since.
  • 99 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.