Cambridge Investment Research Advisors’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Cambridge Investment Research 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
2024 Q4	–	Sell	-10,764	Closed	-$264K	–	3480
2024 Q3	$264K	Sell	10,764 -3,957	-27%	-$96.9K	﹤0.01%	2922
2024 Q2	$358K	Buy	14,721 +4,399	+43%	+$107K	﹤0.01%	2566
2024 Q1	$251K	Sell	10,322 -4,085	-28%	-$99.9K	﹤0.01%	2844
2023 Q4	$353K	Sell	14,407 -1,950	-12%	-$47.2K	﹤0.01%	2473
2023 Q3	$393K	Sell	16,357 -17,276	-51%	-$419K	﹤0.01%	2281
2023 Q2	$819K	Buy	33,633 +6,367	+23%	+$155K	﹤0.01%	1746
2023 Q1	$669K	Buy	27,266 +4,425	+19%	+$108K	﹤0.01%	1878
2022 Q4	$555K	Hold	22,841	–	–	﹤0.01%	1929
2022 Q3	$544K	Hold	22,841	–	–	﹤0.01%	1876
2022 Q2	$560K	Buy	+22,841	New	+$559K	﹤0.01%	1875
2021 Q2	–	Sell	-8,695	Closed	-$224K	–	3098
2021 Q1	$224K	Buy	+8,695	New	+$225K	﹤0.01%	2519

Other funds holding BSMP

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cambridge Investment Research Advisors's BSMP Position: Q4 2024 in Review

Cambridge Investment Research Advisors sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q4 2024, closing a stake of 10,764 shares — an estimated $264K sold.

Cambridge Investment Research Advisors first reported a position in BSMP in Q1 2021 and held it in 11 quarters. The position peaked at $819K in Q2 2023. 125 funds tracked by Wall St. Rank hold BSMP as of Q4 2024.

Cambridge Investment Research Advisors reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Cambridge Investment Research Advisors sold 10,764 Invesco BulletShares 2025 Municipal Bond ETF shares in Q4 2024, an estimated $264K.
Cambridge Investment Research Advisors first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q1 2021 and held it in 11 quarters.
Cambridge Investment Research Advisors's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $819K in Q2 2023.
125 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q4 2024.

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