CFS
BSMP

CRA Financial Services’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

CRA Financial Services’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
Q3 		– Sell
-10,000
Closed -$245K – 296
2025
Q2 		$245K Hold
10,000
– – 0.04% 241
2025
Q1 		$245K Sell
10,000
-6,000
-38% -$147K 0.04% 230
2024
Q4 		$392K Hold
16,000
– – 0.07% 168
2024
Q3 		$392K Hold
16,000
– – 0.07% 160
2024
Q2 		$389K Buy
+16,000
New +$389K 0.08% 149

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

CRA Financial Services's BSMP Position: Q3 2025 in Review

CRA Financial Services sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q3 2025, closing a stake of 10,000 shares — an estimated $245K sold.

CRA Financial Services first reported a position in BSMP in Q2 2024 and held it in 5 quarters. The position peaked at $392K in Q4 2024. 118 funds tracked by Wall St. Rank hold BSMP as of Q3 2025.

  • CRA Financial Services reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • CRA Financial Services sold 10,000 Invesco BulletShares 2025 Municipal Bond ETF shares in Q3 2025, an estimated $245K.
  • CRA Financial Services first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q2 2024 and held it in 5 quarters.
  • CRA Financial Services's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $392K in Q4 2024.
  • 118 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q3 2025.

Based on CRA Financial Services's 13F filing for Q3 2025, filed 16 Oct 2025.