EWA
BSMP

EP Wealth Advisors’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

EP Wealth Advisors’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
Q2 		$369K Sell
15,022
-6,275
-29% -$154K ﹤0.01% 914
2025
Q1 		$521K Hold
21,297
– – ﹤0.01% 692
2024
Q4 		$522K Buy
+21,297
New +$522K ﹤0.01% 682

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EP Wealth Advisors's BSMP Position: Q2 2025 in Review

EP Wealth Advisors reduced its Invesco BulletShares 2025 Municipal Bond ETF (BSMP) stake by 29% in Q2 2025, selling an estimated $154K and leaving 15,022 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

EP Wealth Advisors first reported a position in BSMP in Q4 2024 and has held it in 3 quarters since. The position peaked at $522K in Q4 2024. 125 funds tracked by Wall St. Rank hold BSMP as of Q2 2025.

  • EP Wealth Advisors held 15,022 shares of Invesco BulletShares 2025 Municipal Bond ETF worth $369K as of Q2 2025.
  • EP Wealth Advisors sold 6,275 Invesco BulletShares 2025 Municipal Bond ETF shares in Q2 2025, an estimated $154K.
  • Invesco BulletShares 2025 Municipal Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #914 holding.
  • EP Wealth Advisors first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • EP Wealth Advisors's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $522K in Q4 2024.
  • 125 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.