SAM
BSMO

Secure Asset Management’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Secure Asset 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
2024
Q3 		– Sell
-26,302
Closed -$653K – 327
2024
Q2 		$653K Buy
26,302
+1,259
+5% +$31.2K 0.12% 145
2024
Q1 		$621K Buy
25,043
+611
+3% +$15.2K 0.15% 118
2023
Q4 		$609K Buy
+24,432
New +$605K 0.16% 112

Other funds holding BSMO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Secure Asset Management's BSMO Position: Q3 2024 in Review

Secure Asset Management sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q3 2024, closing a stake of 26,302 shares — an estimated $653K sold.

Secure Asset Management first reported a position in BSMO in Q4 2023 and held it in 3 quarters. The position peaked at $653K in Q2 2024. 102 funds tracked by Wall St. Rank hold BSMO as of Q3 2024.

  • Secure Asset Management reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Secure Asset Management sold 26,302 Invesco BulletShares 2024 Municipal Bond ETF shares in Q3 2024, an estimated $653K.
  • Secure Asset Management first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2023 and held it in 3 quarters.
  • Secure Asset Management's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $653K in Q2 2024.
  • 102 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q3 2024.

Based on Secure Asset Management's 13F filing for Q3 2024, filed 16 Oct 2024.