Rockefeller Capital Management
BSMO

Rockefeller Capital Management’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Rockefeller Capital Management’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
2023
Q1 		– Sell
-1,000
Closed -$24K – 4001
2022
Q4 		$24K Buy
+1,000
New +$24.6K ﹤0.01% 2741

Other funds holding BSMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Rockefeller Capital Management's BSMO Position: Q1 2023 in Review

Rockefeller Capital Management sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q1 2023, closing a stake of 1,000 shares — an estimated $24K sold.

Rockefeller Capital Management first reported a position in BSMO in Q4 2022 and held it in 1 quarter. The position peaked at $24K in Q4 2022. 78 funds tracked by Wall St. Rank hold BSMO as of Q1 2023.

  • Rockefeller Capital Management reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 1,000 Invesco BulletShares 2024 Municipal Bond ETF shares in Q1 2023, an estimated $24K.
  • Rockefeller Capital Management first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2022 and held it in 1 quarter.
  • Rockefeller Capital Management's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $24K in Q4 2022.
  • 78 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.