SWP
BSMO

Stratos Wealth Partners’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Stratos Wealth Partners’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
-15,186
Closed -$377K – 1557
2024
Q3 		$377K Buy
+15,186
New +$377K 0.01% 1047
2023
Q1 		– Sell
-15,926
Closed -$394K – 1223
2022
Q4 		$394K Sell
15,926
-56
-0.4% -$1.38K 0.01% 800
2022
Q3 		$390K Sell
15,982
-4,380
-22% -$109K 0.01% 778
2022
Q2 		$507K Sell
20,362
-4,809
-19% -$119K 0.01% 724
2022
Q1 		$628K Buy
25,171
+4,059
+19% +$103K 0.01% 731
2021
Q4 		$543K Sell
21,112
-41
-0.2% -$1.06K 0.01% 774
2021
Q3 		$545K Buy
21,153
+56
+0.3% +$1.45K 0.01% 715
2021
Q2 		$544K Buy
21,097
+1,852
+10% +$47.8K 0.01% 742
2021
Q1 		$495K Sell
19,245
-2,217
-10% -$57.1K 0.01% 721
2020
Q4 		$552K Buy
21,462
+809
+4% +$20.7K 0.02% 645
2020
Q3 		$529K Buy
20,653
+5,144
+33% +$132K 0.02% 606
2020
Q2 		$395K Buy
15,509
+6,595
+74% +$165K 0.01% 682
2020
Q1 		$221K Buy
+8,914
New +$224K 0.01% 784

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

Stratos Wealth Partners's BSMO Position: Q4 2024 in Review

Stratos Wealth Partners sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 15,186 shares — an estimated $377K sold.

Stratos Wealth Partners first reported a position in BSMO in Q1 2020 and held it in 13 quarters. The position peaked at $628K in Q1 2022. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Stratos Wealth Partners reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 15,186 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $377K.
  • Stratos Wealth Partners first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q1 2020 and held it in 13 quarters.
  • Stratos Wealth Partners's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $628K in Q1 2022.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Stratos Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.