AA Financial Advisors’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

AA Financial Advisors’s Portfolio BSMP Stock Details BSMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-32,050	Closed	-$786K	–	213
2025 Q3	$786K	Buy	32,050 +2,418	+8%	+$59.3K	0.15%	90
2025 Q2	$727K	Buy	29,632 +11	+0%	+$269	0.16%	86
2025 Q1	$725K	Buy	29,621 +491	+2%	+$12K	0.18%	83
2024 Q4	$714K	Sell	29,130 -10,993	-27%	-$270K	0.19%	79
2024 Q3	$983K	Buy	40,123 +1,639	+4%	+$40.1K	0.28%	70
2024 Q2	$935K	Buy	38,484 +3,109	+9%	+$75.5K	0.33%	65
2024 Q1	$861K	Buy	35,375 +7,500	+27%	+$183K	0.35%	71
2023 Q4	$684K	Buy	+27,875	New	+$675K	0.46%	40

Other funds holding BSMP

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

AA Financial Advisors's BSMP Position: Q4 2025 in Review

AA Financial Advisors sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q4 2025, closing a stake of 32,050 shares — an estimated $786K sold.

AA Financial Advisors first reported a position in BSMP in Q4 2023 and held it in 8 quarters. The position peaked at $983K in Q3 2024. 0 funds tracked by Wall St. Rank hold BSMP as of Q4 2025.

AA Financial Advisors reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
AA Financial Advisors sold 32,050 Invesco BulletShares 2025 Municipal Bond ETF shares in Q4 2025, an estimated $786K.
AA Financial Advisors first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2023 and held it in 8 quarters.
AA Financial Advisors's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $983K in Q3 2024.
0 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q4 2025.

Based on AA Financial Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.