Focus Financial Network’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Focus Financial Network’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	-58,699	Closed	-$1.44M	–	740
2025 Q2	$1.44M	Sell	58,699 -37,947	-39%	-$929K	0.06%	237
2025 Q1	$2.37M	Sell	96,646 -10,025	-9%	-$246K	0.1%	162
2024 Q4	$2.61M	Buy	106,671 +52,956	+99%	+$1.3M	0.1%	148
2024 Q3	$1.32M	Buy	53,715 +5,383	+11%	+$132K	0.05%	238
2024 Q2	$1.18M	Sell	48,332 -1,212	-2%	-$29.4K	0.05%	247
2024 Q1	$1.2M	Buy	49,544 +17,535	+55%	+$429K	0.06%	224
2023 Q4	$785K	Buy	+32,009	New	+$775K	0.03%	361

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

Focus Financial Network's BSMP Position: Q3 2025 in Review

Focus Financial Network sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q3 2025, closing a stake of 58,699 shares — an estimated $1.44M sold.

Focus Financial Network first reported a position in BSMP in Q4 2023 and held it in 7 quarters. The position peaked at $2.61M in Q4 2024. 118 funds tracked by Wall St. Rank hold BSMP as of Q3 2025.

Focus Financial Network reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
Focus Financial Network sold 58,699 Invesco BulletShares 2025 Municipal Bond ETF shares in Q3 2025, an estimated $1.44M.
Focus Financial Network first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2023 and held it in 7 quarters.
Focus Financial Network's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $2.61M in Q4 2024.
118 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q3 2025.

Based on Focus Financial Network's 13F filing for Q3 2025, filed 10 Oct 2025.