FIM
BSMP

Freedom Investment Management’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Freedom Investment 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
Q3 		– Sell
-10,690
Closed -$262K – 229
2025
Q2 		$262K Sell
10,690
-551
-5% -$13.5K 0.02% 631
2025
Q1 		$275K Sell
11,241
-247
-2% -$6.06K 0.02% 620
2024
Q4 		$282K Buy
+11,488
New +$282K 0.02% 617

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

Freedom Investment Management's BSMP Position: Q3 2025 in Review

Freedom Investment Management sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q3 2025, closing a stake of 10,690 shares — an estimated $262K sold.

Freedom Investment Management first reported a position in BSMP in Q4 2024 and held it in 3 quarters. The position peaked at $282K in Q4 2024. 118 funds tracked by Wall St. Rank hold BSMP as of Q3 2025.

  • Freedom Investment Management reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 10,690 Invesco BulletShares 2025 Municipal Bond ETF shares in Q3 2025, an estimated $262K.
  • Freedom Investment Management first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2024 and held it in 3 quarters.
  • Freedom Investment Management's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $282K in Q4 2024.
  • 118 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.