SI
BSMO

Stephens Inc’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Stephens Inc’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
-22,440
Closed -$557K – 1362
2024
Q3 		$557K Buy
22,440
+50
+0.2% +$1.24K 0.01% 800
2024
Q2 		$556K Buy
22,390
+55
+0.2% +$1.36K 0.01% 746
2024
Q1 		$553K Buy
22,335
+1,035
+5% +$25.7K 0.01% 774
2023
Q4 		$531K Buy
+21,300
New +$528K 0.01% 726
2023
Q2 		– Sell
-18,145
Closed -$452K – 1293
2023
Q1 		$452K Buy
18,145
+1,770
+11% +$44K 0.01% 749
2022
Q4 		$405K Sell
16,375
-8,050
-33% -$198K 0.01% 767
2022
Q3 		$595K Sell
24,425
-4,625
-16% -$115K 0.01% 647
2022
Q2 		$723K Buy
29,050
+8,000
+38% +$198K 0.01% 607
2022
Q1 		$525K Buy
21,050
+2,500
+13% +$63.3K 0.01% 791
2021
Q4 		$477K Sell
18,550
-19,800
-52% -$510K 0.01% 865
2021
Q3 		$988K Buy
38,350
+3,000
+8% +$77.6K 0.02% 659
2021
Q2 		$911K Buy
+35,350
New +$912K 0.01% 697

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

Stephens Inc's BSMO Position: Q4 2024 in Review

Stephens Inc sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 22,440 shares — an estimated $557K sold.

Stephens Inc first reported a position in BSMO in Q2 2021 and held it in 12 quarters. The position peaked at $988K in Q3 2021. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Stephens Inc reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Stephens Inc sold 22,440 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $557K.
  • Stephens Inc first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q2 2021 and held it in 12 quarters.
  • Stephens Inc's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $988K in Q3 2021.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Stephens Inc's 13F filing for Q4 2024, filed 28 Jan 2025.