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

Creative Planning’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	-8,903	Closed	-$218K	–	3501
2024 Q4	$218K	Buy	+8,903	New	+$218K	﹤0.01%	2909
2023 Q2	–	Sell	-8,295	Closed	-$204K	–	2677
2023 Q1	$204K	Hold	8,295	–	–	﹤0.01%	2116
2022 Q4	$202K	Sell	8,295 -2,700	-25%	-$65.2K	﹤0.01%	2016
2022 Q3	$262K	Hold	10,995	–	–	﹤0.01%	1735
2022 Q2	$270K	Hold	10,995	–	–	﹤0.01%	1687
2022 Q1	$273K	Sell	10,995 -175	-2%	-$4.44K	﹤0.01%	1691
2021 Q4	$290K	Hold	11,170	–	–	﹤0.01%	1645
2021 Q3	$290K	Sell	11,170 -7,700	-41%	-$201K	﹤0.01%	1613
2021 Q2	$490K	Buy	+18,870	New	+$490K	﹤0.01%	1291

Other funds holding BSMP

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 Planning's BSMP Position: Q1 2025 in Review

Creative Planning sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q1 2025, closing a stake of 8,903 shares — an estimated $218K sold.

Creative Planning first reported a position in BSMP in Q2 2021 and held it in 9 quarters. The position peaked at $490K in Q2 2021. 130 funds tracked by Wall St. Rank hold BSMP as of Q1 2025.

Creative Planning reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Creative Planning sold 8,903 Invesco BulletShares 2025 Municipal Bond ETF shares in Q1 2025, an estimated $218K.
Creative Planning first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q2 2021 and held it in 9 quarters.
Creative Planning's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $490K in Q2 2021.
130 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.