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

Rede Wealth’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
2021 Q4	–	Sell	-7,840	Closed	-$202K	–	111
2021 Q3	$202K	Hold	7,840	–	–	0.11%	107
2021 Q2	$202K	Buy	+7,840	New	+$202K	0.11%	107

Other funds holding BSMO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIC

Carnegie Investment Counsel Pepper Pike, Ohio $5.13B AUM 22.98% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

FNB

Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Rede Wealth's BSMO Position: Q4 2021 in Review

Rede Wealth sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2021, closing a stake of 7,840 shares — an estimated $202K sold.

Rede Wealth first reported a position in BSMO in Q2 2021 and held it in 2 quarters. The position peaked at $202K in Q3 2021. 30 funds tracked by Wall St. Rank hold BSMO as of Q4 2021.

Rede Wealth reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2021 after selling out during the quarter.
Rede Wealth sold 7,840 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2021, an estimated $202K.
Rede Wealth first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q2 2021 and held it in 2 quarters.
Rede Wealth's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $202K in Q3 2021.
30 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2021.

Based on Rede Wealth's 13F filing for Q4 2021, filed 7 Feb 2022.