PI
BSMO

PFS Investments’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

PFS Investments’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
2023
Q1 		– Sell
-87,799
Closed -$2.17M – 534
2022
Q4 		$2.17M Buy
+87,799
New +$2.16M 0.04% 280

Other funds holding BSMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PFS Investments's BSMO Position: Q1 2023 in Review

PFS Investments sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q1 2023, closing a stake of 87,799 shares — an estimated $2.17M sold.

PFS Investments first reported a position in BSMO in Q4 2022 and held it in 1 quarter. The position peaked at $2.17M in Q4 2022. 78 funds tracked by Wall St. Rank hold BSMO as of Q1 2023.

  • PFS Investments reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • PFS Investments sold 87,799 Invesco BulletShares 2024 Municipal Bond ETF shares in Q1 2023, an estimated $2.17M.
  • PFS Investments first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2022 and held it in 1 quarter.
  • PFS Investments's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $2.17M in Q4 2022.
  • 78 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q1 2023.

Based on PFS Investments's 13F filing for Q1 2023, filed 15 May 2023.