Tyler-Stone Wealth Management’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Tyler-Stone Wealth Management’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 Q3	–	Sell	-600	Closed	-$14.9K	–	983
2024 Q2	$14.9K	Hold	600	–	–	0.01%	583
2024 Q1	$14.9K	Sell	600 -3,068	-84%	-$76.1K	0.01%	583
2023 Q4	$91.4K	Sell	3,668 -382	-9%	-$9.46K	0.05%	276
2023 Q3	$100K	Buy	4,050 +217	+6%	+$5.37K	0.06%	254
2023 Q2	$95K	Buy	+3,833	New	+$94.9K	0.05%	257
2022 Q4	$74K	Buy	+3,000	New	+$73.9K	0.05%	273

Other funds holding BSMO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tyler-Stone Wealth Management's BSMO Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q3 2024, closing a stake of 600 shares — an estimated $14.9K sold.

Tyler-Stone Wealth Management first reported a position in BSMO in Q4 2022 and held it in 6 quarters. The position peaked at $100K in Q3 2023. 102 funds tracked by Wall St. Rank hold BSMO as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 600 Invesco BulletShares 2024 Municipal Bond ETF shares in Q3 2024, an estimated $14.9K.
Tyler-Stone Wealth Management first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2022 and held it in 6 quarters.
Tyler-Stone Wealth Management's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $100K in Q3 2023.
102 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.