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BSMO

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

TPG Financial 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
2024
Q4 		– Sell
-12,978
Closed -$322K – 70
2024
Q3 		$322K Buy
12,978
+230
+2% +$5.71K 0.15% 51
2024
Q2 		$316K Buy
+12,748
New +$316K 0.15% 52

Other funds holding BSMO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

TPG Financial Advisors's BSMO Position: Q4 2024 in Review

TPG Financial Advisors sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 12,978 shares — an estimated $322K sold.

TPG Financial Advisors first reported a position in BSMO in Q2 2024 and held it in 2 quarters. The position peaked at $322K in Q3 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • TPG Financial Advisors reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • TPG Financial Advisors sold 12,978 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $322K.
  • TPG Financial Advisors first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q2 2024 and held it in 2 quarters.
  • TPG Financial Advisors's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $322K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

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