RSA
BSMO

River Street Advisors’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

River Street 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
-12,012
Closed -$298K – 155
2024
Q3 		$298K Hold
12,012
– – 0.16% 123
2024
Q2 		$298K Sell
12,012
-26,000
-68% -$645K 0.18% 121
2024
Q1 		$942K Buy
+38,012
New +$943K 0.64% 48

Other funds holding BSMO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

River Street Advisors's BSMO Position: Q4 2024 in Review

River Street Advisors sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 12,012 shares — an estimated $298K sold.

River Street Advisors first reported a position in BSMO in Q1 2024 and held it in 3 quarters. The position peaked at $942K in Q1 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • River Street Advisors reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • River Street Advisors sold 12,012 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $298K.
  • River Street Advisors first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q1 2024 and held it in 3 quarters.
  • River Street Advisors's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $942K in Q1 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

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