TF
BSMO

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

TLWM Financial’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
-10,368
Closed -$257K – 78
2024
Q3 		$257K Sell
10,368
-994
-9% -$24.7K 0.05% 70
2024
Q2 		$282K Hold
11,362
– – 0.06% 70
2024
Q1 		$282K Buy
11,362
+393
+4% +$9.75K 0.06% 67
2023
Q4 		$273K Sell
10,969
-1,384
-11% -$34.3K 0.06% 66
2023
Q3 		$304K Buy
+12,353
New +$305K 0.08% 66

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

TLWM Financial's BSMO Position: Q4 2024 in Review

TLWM Financial sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 10,368 shares — an estimated $257K sold.

TLWM Financial first reported a position in BSMO in Q3 2023 and held it in 5 quarters. The position peaked at $304K in Q3 2023. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • TLWM Financial reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • TLWM Financial sold 10,368 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $257K.
  • TLWM Financial first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q3 2023 and held it in 5 quarters.
  • TLWM Financial's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $304K in Q3 2023.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on TLWM Financial's 13F filing for Q4 2024, filed 14 Jan 2025.