Thrivent Financial for Lutherans
BSMO

Thrivent Financial for Lutherans’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Thrivent Financial for Lutherans’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
-32,947
Closed -$817K – 2620
2024
Q3 		$817K Buy
32,947
+6,298
+24% +$156K ﹤0.01% 2024
2024
Q2 		$661K Buy
26,649
+69
+0.3% +$1.71K ﹤0.01% 2093
2024
Q1 		$659K Buy
26,580
+12,372
+87% +$307K ﹤0.01% 2108
2023
Q4 		$354K Buy
14,208
+2,600
+22% +$64.4K ﹤0.01% 2304
2023
Q3 		$286K Buy
11,608
+196
+2% +$4.84K ﹤0.01% 2317
2023
Q2 		$283K Buy
11,412
+1,348
+13% +$33.4K ﹤0.01% 2339
2023
Q1 		$251K Buy
10,064
+804
+9% +$20K ﹤0.01% 2333
2022
Q4 		$229K Buy
+9,260
New +$228K ﹤0.01% 2318
2022
Q2 		– Sell
-10,024
Closed -$250K – 2546
2022
Q1 		$250K Buy
+10,024
New +$254K ﹤0.01% 2392
2021
Q4 		– Hold
0
– – – 2369
2021
Q3 		– Hold
0
– – – 2374
2021
Q2 		– Hold
0
– – – 2369
2021
Q1 		– Hold
0
– – – 2424
2020
Q4 		– Hold
0
– – – 2349
2020
Q3 		– Hold
0
– – – 2227

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

Thrivent Financial for Lutherans's BSMO Position: Q4 2024 in Review

Thrivent Financial for Lutherans sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 32,947 shares — an estimated $817K sold.

Thrivent Financial for Lutherans first reported a position in BSMO in Q1 2022 and held it in 9 quarters. The position peaked at $817K in Q3 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Thrivent Financial for Lutherans reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 32,947 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $817K.
  • Thrivent Financial for Lutherans first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q1 2022 and held it in 9 quarters.
  • Thrivent Financial for Lutherans's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $817K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Thrivent Financial for Lutherans's 13F filing for Q4 2024, filed 10 Feb 2025.