RCA
BSMO

Resonant Capital Advisors’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Resonant Capital Advisors’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
-60,659
Closed -$1.51M – 368
2024
Q3 		$1.51M Hold
60,659
– – 0.11% 124
2024
Q2 		$1.51M Sell
60,659
-13,211
-18% -$328K 0.12% 120
2024
Q1 		$1.83M Sell
73,870
-24,197
-25% -$600K 0.16% 114
2023
Q4 		$2.44M Sell
98,067
-5,118
-5% -$127K 0.24% 85
2023
Q3 		$2.54M Sell
103,185
-394,705
-79% -$9.76M 0.27% 82
2023
Q2 		$12.3M Sell
497,890
-23,186
-4% -$574K 1.34% 20
2023
Q1 		$13M Sell
521,076
-9,468
-2% -$235K 1.47% 18
2022
Q4 		$13.1M Buy
530,544
+207,912
+64% +$5.12M 1.64% 14
2022
Q3 		$7.86M Buy
322,632
+125,091
+63% +$3.11M 1.2% 22
2022
Q2 		$4.92M Buy
+197,541
New +$4.9M 0.77% 34

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

Resonant Capital Advisors's BSMO Position: Q4 2024 in Review

Resonant Capital Advisors sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 60,659 shares — an estimated $1.51M sold.

Resonant Capital Advisors first reported a position in BSMO in Q2 2022 and held it in 10 quarters. The position peaked at $13.1M in Q4 2022. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Resonant Capital Advisors reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Resonant Capital Advisors sold 60,659 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $1.51M.
  • Resonant Capital Advisors first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q2 2022 and held it in 10 quarters.
  • Resonant Capital Advisors's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $13.1M in Q4 2022.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Resonant Capital Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.