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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,750
Closed -$217K – 1022
2024
Q3 		$217K Hold
8,750
– – ﹤0.01% 760
2024
Q2 		$217K Sell
8,750
-3,150
-26% -$78.2K ﹤0.01% 748
2024
Q1 		$295K Buy
+11,900
New +$295K 0.01% 578