CA
BSMP

Claro Advisors’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Claro 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
2025
Q2 		– Sell
-10,507
Closed -$257K – 393
2025
Q1 		$257K Sell
10,507
-2,453
-19% -$60.2K 0.03% 428
2024
Q4 		$318K Buy
12,960
+4,089
+46% +$100K 0.04% 346
2024
Q3 		$217K Buy
8,871
+9
+0.1% +$220 0.03% 464
2024
Q2 		$215K Buy
8,862
+8
+0.1% +$194 0.03% 396
2024
Q1 		$216K Sell
8,854
-3,492
-28% -$85.4K 0.04% 385
2023
Q4 		$303K Sell
12,346
-4,055
-25% -$98.2K 0.07% 287
2023
Q3 		$394K Buy
16,401
+2,000
+14% +$48.5K 0.1% 229
2023
Q2 		$351K Sell
14,401
-9,756
-40% -$238K 0.09% 242
2023
Q1 		$593K Sell
24,157
-3,000
-11% -$73.4K 0.17% 142
2022
Q4 		$660K Buy
27,157
+3,962
+17% +$95.6K 0.22% 114
2022
Q3 		$569K Hold
23,195
– – 0.23% 113
2022
Q2 		$569K Buy
+23,195
New +$568K 0.23% 113

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

Claro Advisors's BSMP Position: Q2 2025 in Review

Claro Advisors sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q2 2025, closing a stake of 10,507 shares — an estimated $257K sold.

Claro Advisors first reported a position in BSMP in Q2 2022 and held it in 12 quarters. The position peaked at $660K in Q4 2022. 125 funds tracked by Wall St. Rank hold BSMP as of Q2 2025.

  • Claro Advisors reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Claro Advisors sold 10,507 Invesco BulletShares 2025 Municipal Bond ETF shares in Q2 2025, an estimated $257K.
  • Claro Advisors first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q2 2022 and held it in 12 quarters.
  • Claro Advisors's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $660K in Q4 2022.
  • 125 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.