Envestnet Asset Management
BSMP

Envestnet Asset Management’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Envestnet Asset 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
-187,101
Closed -$4.59M – 4482
2025
Q3 		$4.59M Sell
187,101
-2,266
-1% -$55.5K ﹤0.01% 2304
2025
Q2 		$4.65M Sell
189,367
-88,207
-32% -$2.16M ﹤0.01% 2243
2025
Q1 		$6.8M Sell
277,574
-32,576
-11% -$799K ﹤0.01% 1915
2024
Q4 		$7.6M Buy
310,150
+103,557
+50% +$2.54M ﹤0.01% 1823
2024
Q3 		$5.06M Buy
206,593
+49,264
+31% +$1.21M ﹤0.01% 2097
2024
Q2 		$3.82M Buy
157,329
+20,563
+15% +$500K ﹤0.01% 2204
2024
Q1 		$3.33M Buy
136,766
+19,395
+17% +$474K ﹤0.01% 2252
2023
Q4 		$2.88M Buy
117,371
+29,469
+34% +$714K ﹤0.01% 2239
2023
Q3 		$2.11M Buy
87,902
+53,787
+158% +$1.3M ﹤0.01% 2351
2023
Q2 		$831K Buy
34,115
+15,429
+83% +$376K ﹤0.01% 2878
2023
Q1 		$459K Buy
18,686
+6,077
+48% +$149K ﹤0.01% 3199
2022
Q4 		$307K Buy
+12,609
New +$304K ﹤0.01% 3415

Other funds holding BSMP

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

Envestnet Asset Management's BSMP Position: Q4 2025 in Review

Envestnet Asset Management sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q4 2025, closing a stake of 187,101 shares — an estimated $4.59M sold.

Envestnet Asset Management first reported a position in BSMP in Q4 2022 and held it in 12 quarters. The position peaked at $7.6M in Q4 2024. 0 funds tracked by Wall St. Rank hold BSMP as of Q4 2025.

  • Envestnet Asset Management reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 187,101 Invesco BulletShares 2025 Municipal Bond ETF shares in Q4 2025, an estimated $4.59M.
  • Envestnet Asset Management first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2022 and held it in 12 quarters.
  • Envestnet Asset Management's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $7.6M in Q4 2024.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q4 2025.

Based on Envestnet Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.