ATPW
BSMP

Ashton Thomas Private Wealth’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Ashton Thomas Private Wealth’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
2024
Q3 		– Sell
-2,542
Closed -$61.7K – 789
2024
Q2 		$61.7K Buy
+2,542
New +$61.8K ﹤0.01% 862
2023
Q1 		– Sell
-8,259
Closed -$201K – 498
2022
Q4 		$201K Buy
+8,259
New +$199K 0.02% 456

Other funds holding BSMP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ashton Thomas Private Wealth's BSMP Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q3 2024, closing a stake of 2,542 shares — an estimated $61.7K sold.

Ashton Thomas Private Wealth first reported a position in BSMP in Q4 2022 and held it in 2 quarters. The position peaked at $201K in Q4 2022. 113 funds tracked by Wall St. Rank hold BSMP as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 2,542 Invesco BulletShares 2025 Municipal Bond ETF shares in Q3 2024, an estimated $61.7K.
  • Ashton Thomas Private Wealth first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2022 and held it in 2 quarters.
  • Ashton Thomas Private Wealth's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $201K in Q4 2022.
  • 113 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.