OPA
BSMO

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

Old Port 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
-41,186
Closed -$1.02M – 246
2024
Q3 		$1.02M Sell
41,186
-100
-0.2% -$2.48K 0.28% 102
2024
Q2 		$1.02M Hold
41,286
– – 0.31% 100
2024
Q1 		$1.02M Hold
41,286
– – 0.31% 100
2023
Q4 		$1.03M Buy
+41,286
New +$1.02M 0.34% 96

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

Old Port Advisors's BSMO Position: Q4 2024 in Review

Old Port Advisors sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 41,186 shares — an estimated $1.02M sold.

Old Port Advisors first reported a position in BSMO in Q4 2023 and held it in 4 quarters. The position peaked at $1.03M in Q4 2023. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Old Port Advisors reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Old Port Advisors sold 41,186 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $1.02M.
  • Old Port Advisors first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2023 and held it in 4 quarters.
  • Old Port Advisors's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $1.03M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Old Port Advisors's 13F filing for Q4 2024, filed 2 Jan 2025.