PWP
BSMO

Precedent Wealth Partners’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Precedent Wealth Partners’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
Q3 		– Sell
-37,404
Closed -$928K – 150
2024
Q2 		$928K Buy
37,404
+685
+2% +$17K 0.37% 72
2024
Q1 		$910K Buy
36,719
+3,878
+12% +$96.2K 0.39% 68
2023
Q4 		$818K Buy
+32,841
New +$813K 0.42% 66

Other funds holding BSMO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Precedent Wealth Partners's BSMO Position: Q3 2024 in Review

Precedent Wealth Partners sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q3 2024, closing a stake of 37,404 shares — an estimated $928K sold.

Precedent Wealth Partners first reported a position in BSMO in Q4 2023 and held it in 3 quarters. The position peaked at $928K in Q2 2024. 102 funds tracked by Wall St. Rank hold BSMO as of Q3 2024.

  • Precedent Wealth Partners reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Precedent Wealth Partners sold 37,404 Invesco BulletShares 2024 Municipal Bond ETF shares in Q3 2024, an estimated $928K.
  • Precedent Wealth Partners first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2023 and held it in 3 quarters.
  • Precedent Wealth Partners's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $928K in Q2 2024.
  • 102 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q3 2024.

Based on Precedent Wealth Partners's 13F filing for Q3 2024, filed 17 Oct 2024.