RWP
BSMO

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

Revolve 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
2022
Q1 		– Sell
-9,209
Closed -$237K – 159
2021
Q4 		$237K Buy
+9,209
New +$237K 0.07% 132

Other funds holding BSMO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Revolve Wealth Partners's BSMO Position: Q1 2022 in Review

Revolve Wealth Partners sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q1 2022, closing a stake of 9,209 shares — an estimated $237K sold.

Revolve Wealth Partners first reported a position in BSMO in Q4 2021 and held it in 1 quarter. The position peaked at $237K in Q4 2021. 28 funds tracked by Wall St. Rank hold BSMO as of Q1 2022.

  • Revolve Wealth Partners reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Revolve Wealth Partners sold 9,209 Invesco BulletShares 2024 Municipal Bond ETF shares in Q1 2022, an estimated $237K.
  • Revolve Wealth Partners first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2021 and held it in 1 quarter.
  • Revolve Wealth Partners's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $237K in Q4 2021.
  • 28 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q1 2022.

Based on Revolve Wealth Partners's 13F filing for Q1 2022, filed 19 Apr 2022.