CWM
BSMP

Cornerstone Wealth Management’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Cornerstone Wealth 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
-42,721
Closed -$1.05M – 694
2025
Q3 		$1.05M Sell
42,721
-1,493
-3% -$36.6K 0.06% 275
2025
Q2 		$1.09M Buy
44,214
+368
+0.8% +$9.01K 0.07% 251
2025
Q1 		$1.07M Buy
43,846
+3,973
+10% +$97.5K 0.07% 229
2024
Q4 		$977K Buy
39,873
+5,580
+16% +$137K 0.07% 233
2024
Q3 		$840K Buy
34,293
+1,716
+5% +$42K 0.06% 247
2024
Q2 		$791K Buy
32,577
+2,514
+8% +$61.1K 0.06% 240
2024
Q1 		$732K Sell
30,063
-1,758
-6% -$43K 0.06% 250
2023
Q4 		$781K Sell
31,821
-475
-1% -$11.5K 0.07% 237
2023
Q3 		$775K Buy
32,296
+2,644
+9% +$64.1K 0.07% 228
2023
Q2 		$722K Buy
29,652
+3,470
+13% +$84.6K 0.06% 241
2023
Q1 		$643K Buy
+26,182
New +$641K 0.06% 240
2022
Q3 		$424K Buy
17,808
+1,113
+7% +$27.3K 0.05% 289
2022
Q2 		$410K Buy
+16,695
New +$409K 0.05% 299

Other funds holding BSMP

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

Cornerstone Wealth Management's BSMP Position: Q4 2025 in Review

Cornerstone Wealth Management sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q4 2025, closing a stake of 42,721 shares — an estimated $1.05M sold.

Cornerstone Wealth Management first reported a position in BSMP in Q2 2022 and held it in 13 quarters. The position peaked at $1.09M in Q2 2025. 0 funds tracked by Wall St. Rank hold BSMP as of Q4 2025.

  • Cornerstone Wealth Management reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Wealth Management sold 42,721 Invesco BulletShares 2025 Municipal Bond ETF shares in Q4 2025, an estimated $1.05M.
  • Cornerstone Wealth Management first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q2 2022 and held it in 13 quarters.
  • Cornerstone Wealth Management's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $1.09M in Q2 2025.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q4 2025.

Based on Cornerstone Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.