WA
BSMO

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

Waverly 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
-8,750
Closed -$217K – 1024
2024
Q3 		$217K Hold
8,750
– – ﹤0.01% 760
2024
Q2 		$217K Sell
8,750
-3,150
-26% -$78.1K ﹤0.01% 749
2024
Q1 		$295K Buy
+11,900
New +$295K 0.01% 578

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

Waverly Advisors's BSMO Position: Q4 2024 in Review

Waverly Advisors sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 8,750 shares — an estimated $217K sold.

Waverly Advisors first reported a position in BSMO in Q1 2024 and held it in 3 quarters. The position peaked at $295K in Q1 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Waverly Advisors reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Waverly Advisors sold 8,750 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $217K.
  • Waverly Advisors first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q1 2024 and held it in 3 quarters.
  • Waverly Advisors's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $295K in Q1 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Waverly Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.