PWM
BSMO

Paulson Wealth Management’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Paulson Wealth Management’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
-39,596
Closed -$983K – 155
2024
Q3 		$983K Buy
39,596
+5,036
+15% +$125K 0.26% 44
2024
Q2 		$858K Buy
34,560
+5,811
+20% +$144K 0.25% 49
2024
Q1 		$712K Buy
28,749
+1,796
+7% +$44.5K 0.21% 57
2023
Q4 		$672K Buy
26,953
+2,720
+11% +$67.4K 0.22% 52
2023
Q3 		$597K Sell
24,233
-214
-0.9% -$5.29K 0.21% 60
2023
Q2 		$606K Buy
24,447
+1,686
+7% +$41.7K 0.21% 59
2023
Q1 		$567K Buy
22,761
+7,418
+48% +$184K 0.25% 37
2022
Q4 		$380K Buy
+15,343
New +$378K 0.19% 51

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

Paulson Wealth Management's BSMO Position: Q4 2024 in Review

Paulson Wealth Management sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 39,596 shares — an estimated $983K sold.

Paulson Wealth Management first reported a position in BSMO in Q4 2022 and held it in 8 quarters. The position peaked at $983K in Q3 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Paulson Wealth Management reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Paulson Wealth Management sold 39,596 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $983K.
  • Paulson Wealth Management first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2022 and held it in 8 quarters.
  • Paulson Wealth Management's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $983K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Paulson Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.