SFG
BSMO

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

StrategIQ 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
2023
Q4 		$257K Buy
10,300
+2,100
+26% +$52K 0.03% 274
2023
Q3 		$202K Buy
+8,200
New +$203K 0.02% 298

Other funds holding BSMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

StrategIQ Financial Group's BSMO Position: Q4 2023 in Review

StrategIQ Financial Group increased its Invesco BulletShares 2024 Municipal Bond ETF (BSMO) stake by 26% in Q4 2023, buying an estimated $52K and bringing the position to 10,300 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #274.

StrategIQ Financial Group first reported a position in BSMO in Q3 2023 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold BSMO as of Q4 2023.

  • StrategIQ Financial Group held 10,300 shares of Invesco BulletShares 2024 Municipal Bond ETF worth $257K as of Q4 2023.
  • StrategIQ Financial Group bought 2,100 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2023, an estimated $52K.
  • Invesco BulletShares 2024 Municipal Bond ETF made up 0.03% of StrategIQ Financial Group's portfolio in Q4 2023, its #274 holding.
  • StrategIQ Financial Group first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q3 2023 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.