PS
BSMO

Principal Securities’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Principal Securities’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
-250
Closed -$6.21K – 3655
2024
Q3 		$6.21K Hold
250
– – ﹤0.01% 2601
2024
Q2 		$6.21K Hold
250
– – ﹤0.01% 2567
2024
Q1 		$6.2K Hold
250
– – ﹤0.01% 2526
2023
Q4 		$6.23K Buy
+250
New +$6.19K ﹤0.01% 2447

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

Principal Securities's BSMO Position: Q4 2024 in Review

Principal Securities sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 250 shares — an estimated $6.21K sold.

Principal Securities first reported a position in BSMO in Q4 2023 and held it in 4 quarters. The position peaked at $6.23K in Q4 2023. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Principal Securities reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Principal Securities sold 250 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $6.21K.
  • Principal Securities first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2023 and held it in 4 quarters.
  • Principal Securities's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $6.23K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Principal Securities's 13F filing for Q4 2024, filed 30 Jan 2025.