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

ORBA Wealth 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	-19,500	Closed	-$484K	–	108
2024 Q3	$484K	Hold	19,500	–	–	0.24%	68
2024 Q2	$484K	Hold	19,500	–	–	0.25%	64
2024 Q1	$483K	Hold	19,500	–	–	0.27%	59
2023 Q4	$486K	Buy	+19,500	New	+$483K	0.29%	50

Other funds holding BSMO

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

ORBA Wealth Advisors's BSMO Position: Q4 2024 in Review

ORBA Wealth Advisors sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 19,500 shares — an estimated $484K sold.

ORBA Wealth Advisors first reported a position in BSMO in Q4 2023 and held it in 4 quarters. The position peaked at $486K in Q4 2023. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

ORBA Wealth Advisors reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
ORBA Wealth Advisors sold 19,500 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $484K.
ORBA Wealth Advisors first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2023 and held it in 4 quarters.
ORBA Wealth Advisors's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $486K in Q4 2023.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on ORBA Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.