SPA
BSMO

Sentinel Pension Advisors’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Sentinel Pension 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
-25,145
Closed -$624K – 116
2024
Q3 		$624K Buy
25,145
+2,507
+11% +$62.3K 0.12% 66
2024
Q2 		$562K Buy
22,638
+4,889
+28% +$121K 0.12% 69
2024
Q1 		$440K Buy
17,749
+5,766
+48% +$143K 0.09% 72
2023
Q4 		$299K Buy
11,983
+1,463
+14% +$36.2K 0.07% 80
2023
Q3 		$259K Buy
10,520
+1,654
+19% +$40.9K 0.06% 87
2023
Q2 		$220K Buy
+8,866
New +$219K 0.05% 93

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