Carson Wealth (CWM LLC)
BSMP

Carson Wealth (CWM LLC)’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Carson Wealth (CWM LLC)’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
-246,018
Closed -$6.03M – 5389
2025
Q3 		$6.03M Sell
246,018
-21,931
-8% -$538K 0.02% 636
2025
Q2 		$6.58M Sell
267,949
-10,018
-4% -$245K 0.02% 514
2025
Q1 		$6.8M Sell
277,967
-2,944
-1% -$72.2K 0.03% 440
2024
Q4 		$6.88M Sell
280,911
-51,199
-15% -$1.26M 0.03% 405
2024
Q3 		$8.13M Sell
332,110
-5,000
-1% -$122K 0.04% 345
2024
Q2 		$8.19M Buy
337,110
+3,554
+1% +$86.3K 0.04% 326
2024
Q1 		$8.12M Buy
333,556
+3,421
+1% +$83.6K 0.04% 326
2023
Q4 		$8.1M Buy
330,135
+1,893
+0.6% +$45.9K 0.04% 305
2023
Q3 		$7.88M Buy
328,242
+8,780
+3% +$213K 0.05% 279
2023
Q2 		$7.78M Buy
319,462
+7,225
+2% +$176K 0.05% 270
2023
Q1 		$7.66M Buy
312,237
+61,027
+24% +$1.49M 0.05% 256
2022
Q4 		$6.11M Buy
251,210
+234,038
+1,363% +$5.65M 0.05% 271
2022
Q3 		$409K Buy
17,172
+13,137
+326% +$322K ﹤0.01% 812
2022
Q2 		$99K Buy
+4,035
New +$98.7K ﹤0.01% 1314

Other funds holding BSMP

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

Carson Wealth (CWM LLC)'s BSMP Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q4 2025, closing a stake of 246,018 shares — an estimated $6.03M sold.

Carson Wealth (CWM LLC) first reported a position in BSMP in Q2 2022 and held it in 14 quarters. The position peaked at $8.19M in Q2 2024. 0 funds tracked by Wall St. Rank hold BSMP as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 246,018 Invesco BulletShares 2025 Municipal Bond ETF shares in Q4 2025, an estimated $6.03M.
  • Carson Wealth (CWM LLC) first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q2 2022 and held it in 14 quarters.
  • Carson Wealth (CWM LLC)'s Invesco BulletShares 2025 Municipal Bond ETF position peaked at $8.19M in Q2 2024.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.