Voisard Asset Management Group’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Voisard Asset Management Group’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	-14,664	Closed	-$364K	–	711
2024 Q3	$364K	Hold	14,664	–	–	0.15%	55
2024 Q2	$364K	Hold	14,664	–	–	0.18%	39
2024 Q1	$363K	Hold	14,664	–	–	0.2%	36
2023 Q4	$365K	Buy	+14,664	New	+$363K	0.22%	32

Other funds holding BSMO

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

Voisard Asset Management Group's BSMO Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 14,664 shares — an estimated $364K sold.

Voisard Asset Management Group first reported a position in BSMO in Q4 2023 and held it in 4 quarters. The position peaked at $365K in Q4 2023. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

Voisard Asset Management Group reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Voisard Asset Management Group sold 14,664 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $364K.
Voisard Asset Management Group first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q4 2023 and held it in 4 quarters.
Voisard Asset Management Group's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $365K in Q4 2023.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.