CSP
BSMP

Cary Street Partners’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Cary Street Partners’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
Q2 		– Sell
-8,705
Closed -$213K – 903
2025
Q1 		$213K Hold
8,705
– – 0.01% 727
2024
Q4 		$213K Buy
+8,705
New +$214K 0.01% 702

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cary Street Partners's BSMP Position: Q2 2025 in Review

Cary Street Partners sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q2 2025, closing a stake of 8,705 shares — an estimated $213K sold.

Cary Street Partners first reported a position in BSMP in Q4 2024 and held it in 2 quarters. The position peaked at $213K in Q4 2024. 125 funds tracked by Wall St. Rank hold BSMP as of Q2 2025.

  • Cary Street Partners reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Cary Street Partners sold 8,705 Invesco BulletShares 2025 Municipal Bond ETF shares in Q2 2025, an estimated $213K.
  • Cary Street Partners first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2024 and held it in 2 quarters.
  • Cary Street Partners's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $213K in Q4 2024.
  • 125 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q2 2025.

Based on Cary Street Partners's 13F filing for Q2 2025, filed 13 Aug 2025.