Wealth Enhancement Advisory Services
BSMO

Wealth Enhancement Advisory Services’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Wealth Enhancement Advisory Services’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
-82,218
Closed -$2.04M – 3151
2024
Q3 		$2.04M Hold
82,218
– – ﹤0.01% 1039
2024
Q2 		$2.04M Buy
+82,218
New +$2.04M ﹤0.01% 974

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

Wealth Enhancement Advisory Services's BSMO Position: Q4 2024 in Review

Wealth Enhancement Advisory Services sold out of Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2024, closing a stake of 82,218 shares — an estimated $2.04M sold.

Wealth Enhancement Advisory Services first reported a position in BSMO in Q2 2024 and held it in 2 quarters. The position peaked at $2.04M in Q3 2024. 1 fund tracked by Wall St. Rank holds BSMO as of Q4 2024.

  • Wealth Enhancement Advisory Services reported no remaining Invesco BulletShares 2024 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 82,218 Invesco BulletShares 2024 Municipal Bond ETF shares in Q4 2024, an estimated $2.04M.
  • Wealth Enhancement Advisory Services first reported a position in Invesco BulletShares 2024 Municipal Bond ETF in Q2 2024 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Invesco BulletShares 2024 Municipal Bond ETF position peaked at $2.04M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.