CFD
BSMP

Creative Financial Designs’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Creative Financial Designs’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
-3,094
Closed -$75.8K – 2057
2024
Q4 		$75.8K Sell
3,094
-947
-23% -$23.2K 0.01% 667
2024
Q3 		$99K Buy
+4,041
New +$98.9K 0.01% 599

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 $424B AUM 22.94% 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 $79.5B AUM 27.1% 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

Creative Financial Designs's BSMP Position: Q1 2025 in Review

Creative Financial Designs sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q1 2025, closing a stake of 3,094 shares — an estimated $75.8K sold.

Creative Financial Designs first reported a position in BSMP in Q3 2024 and held it in 2 quarters. The position peaked at $99K in Q3 2024. 130 funds tracked by Wall St. Rank hold BSMP as of Q1 2025.

  • Creative Financial Designs reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Creative Financial Designs sold 3,094 Invesco BulletShares 2025 Municipal Bond ETF shares in Q1 2025, an estimated $75.8K.
  • Creative Financial Designs first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q3 2024 and held it in 2 quarters.
  • Creative Financial Designs's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $99K in Q3 2024.
  • 130 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q1 2025.

Based on Creative Financial Designs's 13F filing for Q1 2025, filed 23 Apr 2025.