SC
BSMO

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

Savant Capital’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
-40,097
Closed -$995K – 1519
2024
Q3 		$995K Hold
40,097
– – 0.01% 647
2024
Q2 		$995K Hold
40,097
– – 0.01% 591
2024
Q1 		$994K Sell
40,097
-8,024
-17% -$199K 0.01% 541
2023
Q4 		$1.2M Sell
48,121
-30,140
-39% -$747K 0.02% 379
2023
Q3 		$1.93M Buy
78,261
+210
+0.3% +$5.19K 0.03% 276
2023
Q2 		$1.93M Buy
78,051
+4,027
+5% +$99.7K 0.03% 264
2023
Q1 		$1.84M Buy
+74,024
New +$1.84M 0.03% 226

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

Savant Capital's BSMO Position: Q4 2024 in Review

Savant Capital sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 40,097 shares — an estimated $995K sold.

Savant Capital first reported a position in BSMO in Q1 2023 and held it in 7 quarters. The position peaked at $1.93M in Q2 2023. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Savant Capital reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Savant Capital sold 40,097 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $995K.
  • Savant Capital first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q1 2023 and held it in 7 quarters.
  • Savant Capital's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $1.93M in Q2 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Savant Capital's 13F filing for Q4 2024, filed 29 Jan 2025.