Foundry Financial Group’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-8,200
Closed -$201K 69
2025
Q3
$201K Hold
8,200
0.11% 63
2025
Q2
$201K Hold
8,200
0.11% 61
2025
Q1
$201K Hold
8,200
0.12% 56
2024
Q4
$201K Hold
8,200
0.12% 58
2024
Q3
$201K Buy
+8,200
New +$201K 0.13% 58
2024
Q2
Sell
-10,900
Closed -$265K 55
2024
Q1
$265K Sell
10,900
-6,378
-37% -$156K 0.19% 48
2023
Q4
$424K Buy
+17,278
New +$418K 0.36% 40

Other funds holding BSMP

Foundry Financial Group's BSMP Position: Q4 2025 in Review

Foundry Financial Group sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q4 2025, closing a stake of 8,200 shares — an estimated $201K sold.

Foundry Financial Group first reported a position in BSMP in Q4 2023 and held it in 7 quarters. The position peaked at $424K in Q4 2023. 0 funds tracked by Wall St. Rank hold BSMP as of Q4 2025.

  • Foundry Financial Group reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Foundry Financial Group sold 8,200 Invesco BulletShares 2025 Municipal Bond ETF shares in Q4 2025, an estimated $201K.
  • Foundry Financial Group first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2023 and held it in 7 quarters.
  • Foundry Financial Group's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $424K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q4 2025.

Based on Foundry Financial Group's 13F filing for Q4 2025, filed 4 Feb 2026.