SCFS
BSMO

S.C. Financial Services’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

S.C. Financial Services’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
Q4 		$691K Buy
27,899
+7,346
+36% +$181K 1.06% 26
2022
Q3 		$501K Buy
20,553
+11,326
+123% +$282K 0.79% 40
2022
Q2 		$230K Buy
+9,227
New +$229K 0.35% 97

Other funds holding BSMO

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

S.C. Financial Services's BSMO Position: Q4 2022 in Review

S.C. Financial Services increased its Invesco BulletShares 2024 Municipal Bond ETF (BSMO) stake by 36% in Q4 2022, buying an estimated $181K and bringing the position to 27,899 shares worth $691K. The position accounts for 1.06% of the portfolio, ranked #26.

S.C. Financial Services first reported a position in BSMO in Q2 2022 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold BSMO as of Q4 2022.

  • S.C. Financial Services held 27,899 shares of Invesco BulletShares 2024 Municipal Bond ETF worth $691K as of Q4 2022.
  • S.C. Financial Services bought 7,346 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2022, an estimated $181K.
  • Invesco BulletShares 2024 Municipal Bond ETF made up 1.06% of S.C. Financial Services's portfolio in Q4 2022, its #26 holding.
  • S.C. Financial Services first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q2 2022 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.