Clark Asset Management’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Clark Asset Management’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	-10,065	Closed	-$247K	–	241
2025 Q3	$247K	Hold	10,065	–	–	0.03%	183
2025 Q2	$247K	Buy	+10,065	New	+$246K	0.03%	166
2024 Q3	–	Sell	-21,177	Closed	-$514K	–	124
2024 Q2	$514K	Buy	21,177 +3,647	+21%	+$88.6K	0.14%	56
2024 Q1	$427K	Buy	17,530 +36	+0.2%	+$880	0.13%	55
2023 Q4	$429K	Hold	17,494	–	–	0.16%	51
2023 Q3	$420K	Hold	17,494	–	–	0.18%	48
2023 Q2	$426K	Hold	17,494	–	–	0.2%	46
2023 Q1	$429K	Hold	17,494	–	–	0.26%	37
2022 Q4	$425K	Buy	+17,494	New	+$422K	0.31%	39

Other funds holding BSMP

HNB

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

Clark Asset Management's BSMP Position: Q4 2025 in Review

Clark Asset Management sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q4 2025, closing a stake of 10,065 shares — an estimated $247K sold.

Clark Asset Management first reported a position in BSMP in Q4 2022 and held it in 9 quarters. The position peaked at $514K in Q2 2024. 0 funds tracked by Wall St. Rank hold BSMP as of Q4 2025.

Clark Asset Management reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Clark Asset Management sold 10,065 Invesco BulletShares 2025 Municipal Bond ETF shares in Q4 2025, an estimated $247K.
Clark Asset Management first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2022 and held it in 9 quarters.
Clark Asset Management's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $514K in Q2 2024.
0 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q4 2025.

Based on Clark Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.