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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Sentinel Pension Advisors's BSMO Position: Q4 2024 in Review

Sentinel Pension Advisors sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 25,145 shares — an estimated $624K sold.

Sentinel Pension Advisors first reported a position in BSMO in Q2 2023 and held it in 6 quarters. The position peaked at $624K in Q3 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Sentinel Pension Advisors reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Sentinel Pension Advisors sold 25,145 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $624K.
  • Sentinel Pension Advisors first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q2 2023 and held it in 6 quarters.
  • Sentinel Pension Advisors's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $624K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Sentinel Pension Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.