Fidelity Investments
BSMP

Fidelity Investments’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Fidelity Investments’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
-1
Closed -$25 – 5396
2025
Q2 		$25 Sell
1
-212
-100% -$5.19K ﹤0.01% 5240
2025
Q1 		$5.21K Buy
+213
New +$5.23K ﹤0.01% 4686
2024
Q4 		– Sell
-5
Closed -$122 – 5570
2024
Q3 		$122 Buy
+5
New +$122 ﹤0.01% 5073

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

Fidelity Investments's BSMP Position: Q3 2025 in Review

Fidelity Investments sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q3 2025, closing a stake of 1 share — an estimated $25 sold.

Fidelity Investments first reported a position in BSMP in Q3 2024 and held it in 3 quarters. The position peaked at $5.21K in Q1 2025. 118 funds tracked by Wall St. Rank hold BSMP as of Q3 2025.

  • Fidelity Investments reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Fidelity Investments sold 1 Invesco BulletShares 2025 Municipal Bond ETF share in Q3 2025, an estimated $25.
  • Fidelity Investments first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q3 2024 and held it in 3 quarters.
  • Fidelity Investments's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $5.21K in Q1 2025.
  • 118 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q3 2025.

Based on Fidelity Investments's 13F filing for Q3 2025, filed 13 Nov 2025.