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BSMO

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

NewEdge 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
-112,654
Closed -$2.8M – 4059
2024
Q3 		$2.8M Sell
112,654
-7,937
-7% -$197K 0.02% 669
2024
Q2 		$2.99M Buy
120,591
+4,492
+4% +$111K 0.02% 606
2024
Q1 		$2.88M Buy
116,099
+2,225
+2% +$55.2K 0.03% 562
2023
Q4 		$2.84M Buy
113,874
+1,447
+1% +$35.8K 0.03% 544
2023
Q3 		$2.77M Sell
112,427
-2,164
-2% -$53.5K 0.03% 483
2023
Q2 		$2.84M Sell
114,591
-2,714
-2% -$67.2K 0.03% 473
2023
Q1 		$2.92M Buy
117,305
+6,849
+6% +$170K 0.04% 426
2022
Q4 		$2.73K Buy
110,456
+14,675
+15% +$361K ﹤0.01% 2752
2022
Q3 		$2.33M Buy
95,781
+3,330
+4% +$82.9K 0.04% 387
2022
Q2 		$2.3M Buy
+92,451
New +$2.29M 0.04% 405

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

NewEdge Advisors's BSMO Position: Q4 2024 in Review

NewEdge Advisors sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 112,654 shares — an estimated $2.8M sold.

NewEdge Advisors first reported a position in BSMO in Q2 2022 and held it in 10 quarters. The position peaked at $2.99M in Q2 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • NewEdge Advisors reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • NewEdge Advisors sold 112,654 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $2.8M.
  • NewEdge Advisors first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q2 2022 and held it in 10 quarters.
  • NewEdge Advisors's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $2.99M in Q2 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

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