PAG
BSMO

Private Advisor Group’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Private Advisor Group’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
-40,075
Closed -$995K – 2532
2024
Q3 		$995K Buy
40,075
+16
+0% +$397 0.01% 1236
2024
Q2 		$994K Sell
40,059
-12,012
-23% -$298K 0.01% 1207
2024
Q1 		$1.29M Buy
52,071
+619
+1% +$15.4K 0.01% 1026
2023
Q4 		$1.28M Buy
51,452
+35
+0.1% +$867 0.01% 987
2023
Q3 		$1.27M Buy
51,417
+1,214
+2% +$30K 0.01% 918
2023
Q2 		$1.24M Buy
50,203
+1,020
+2% +$25.2K 0.01% 945
2023
Q1 		$1.22M Buy
49,183
+3,513
+8% +$87.3K 0.01% 903
2022
Q4 		$1.13K Buy
45,670
+24,164
+112% +$595K ﹤0.01% 1223
2022
Q3 		$524K Buy
21,506
+9,028
+72% +$225K 0.01% 1210
2022
Q2 		$311K Buy
+12,478
New +$309K ﹤0.01% 1631

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

Private Advisor Group's BSMO Position: Q4 2024 in Review

Private Advisor Group sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 40,075 shares — an estimated $995K sold.

Private Advisor Group first reported a position in BSMO in Q2 2022 and held it in 10 quarters. The position peaked at $1.29M in Q1 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Private Advisor Group reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Private Advisor Group sold 40,075 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $995K.
  • Private Advisor Group first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q2 2022 and held it in 10 quarters.
  • Private Advisor Group's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $1.29M in Q1 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Private Advisor Group's 13F filing for Q4 2024, filed 3 Feb 2025.