CL
BSMP

Choreo LLC’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Choreo 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
Q1 		– Sell
-10,264
Closed -$252K – 1476
2024
Q4 		$252K Buy
10,264
+1,674
+19% +$41.1K ﹤0.01% 1280
2024
Q3 		$210K Buy
+8,590
New +$210K ﹤0.01% 1449

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Choreo LLC's BSMP Position: Q1 2025 in Review

Choreo LLC sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q1 2025, closing a stake of 10,264 shares — an estimated $252K sold.

Choreo LLC first reported a position in BSMP in Q3 2024 and held it in 2 quarters. The position peaked at $252K in Q4 2024. 130 funds tracked by Wall St. Rank hold BSMP as of Q1 2025.

  • Choreo LLC reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Choreo LLC sold 10,264 Invesco BulletShares 2025 Municipal Bond ETF shares in Q1 2025, an estimated $252K.
  • Choreo LLC first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q3 2024 and held it in 2 quarters.
  • Choreo LLC's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $252K in Q4 2024.
  • 130 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q1 2025.

Based on Choreo LLC's 13F filing for Q1 2025, filed 6 May 2025.