SFG
BSMO

Sterling Financial Group’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Sterling Financial Group’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
-9,366
Closed -$232K – 75
2024
Q3 		$232K Hold
9,366
– – 0.1% 63
2024
Q2 		$232K Hold
9,366
– – 0.11% 60
2024
Q1 		$232K Sell
9,366
-20,120
-68% -$499K 0.11% 59
2023
Q4 		$735K Hold
29,486
– – 0.44% 27
2023
Q3 		$727K Buy
29,486
+4,045
+16% +$100K 0.46% 26
2023
Q2 		$630K Buy
25,441
+7,800
+44% +$193K 0.42% 26
2023
Q1 		$437K Hold
17,641
– – 0.33% 30
2022
Q4 		$437K Buy
+17,641
New +$435K 0.33% 30

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

Sterling Financial Group's BSMO Position: Q4 2024 in Review

Sterling Financial Group sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 9,366 shares — an estimated $232K sold.

Sterling Financial Group first reported a position in BSMO in Q4 2022 and held it in 8 quarters. The position peaked at $735K in Q4 2023. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Sterling Financial Group reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Sterling Financial Group sold 9,366 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $232K.
  • Sterling Financial Group first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2022 and held it in 8 quarters.
  • Sterling Financial Group's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $735K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Sterling Financial Group's 13F filing for Q4 2024, filed 15 Jan 2025.