CBT
BSMP

Crews Bank & Trust’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Crews Bank & Trust’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
-7,360
Closed -$181K – 639
2025
Q2 		$181K Hold
7,360
– – 0.03% 230
2025
Q1 		$180K Sell
7,360
-700
-9% -$17.2K 0.03% 224
2024
Q4 		$198K Buy
+8,060
New +$198K 0.03% 213

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 $424B AUM 22.94% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Crews Bank & Trust's BSMP Position: Q3 2025 in Review

Crews Bank & Trust sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q3 2025, closing a stake of 7,360 shares — an estimated $181K sold.

Crews Bank & Trust first reported a position in BSMP in Q4 2024 and held it in 3 quarters. The position peaked at $198K in Q4 2024. 118 funds tracked by Wall St. Rank hold BSMP as of Q3 2025.

  • Crews Bank & Trust reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Crews Bank & Trust sold 7,360 Invesco BulletShares 2025 Municipal Bond ETF shares in Q3 2025, an estimated $181K.
  • Crews Bank & Trust first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2024 and held it in 3 quarters.
  • Crews Bank & Trust's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $198K in Q4 2024.
  • 118 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q3 2025.

Based on Crews Bank & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.