OIA
BSMO

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

OneDigital Investment 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
-24,572
Closed -$610K – 1540
2024
Q3 		$610K Hold
24,572
– – 0.01% 860
2024
Q2 		$610K Buy
+24,572
New +$609K 0.01% 815

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

OneDigital Investment Advisors's BSMO Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 24,572 shares — an estimated $610K sold.

OneDigital Investment Advisors first reported a position in BSMO in Q2 2024 and held it in 2 quarters. The position peaked at $610K in Q3 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 24,572 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $610K.
  • OneDigital Investment Advisors first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q2 2024 and held it in 2 quarters.
  • OneDigital Investment Advisors's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $610K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

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