SCA
BSMO

Stonebridge Capital Advisors’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Stonebridge Capital 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
2022
Q2 		– Sell
-1,500
Closed -$37K – 1101
2022
Q1 		$37K Buy
+1,500
New +$38K ﹤0.01% 436

Other funds holding BSMO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $5.13B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stonebridge Capital Advisors's BSMO Position: Q2 2022 in Review

Stonebridge Capital Advisors sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q2 2022, closing a stake of 1,500 shares — an estimated $37K sold.

Stonebridge Capital Advisors first reported a position in BSMO in Q1 2022 and held it in 1 quarter. The position peaked at $37K in Q1 2022. 46 funds tracked by Wall St. Rank hold BSMO as of Q2 2022.

  • Stonebridge Capital Advisors reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 1,500 Invesco BulletShares 2024 Municipal Bond ETF shares in Q2 2022, an estimated $37K.
  • Stonebridge Capital Advisors first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q1 2022 and held it in 1 quarter.
  • Stonebridge Capital Advisors's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $37K in Q1 2022.
  • 46 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q2 2022.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.