HSWS
BSMP

Higgins & Schmidt Wealth Strategies’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Higgins & Schmidt Wealth Strategies’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
2024
Q4 		– Sell
-8,675
Closed -$212K – 54
2024
Q3 		$212K Buy
+8,675
New +$212K 0.14% 49

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's BSMP Position: Q4 2024 in Review

Higgins & Schmidt Wealth Strategies sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q4 2024, closing a stake of 8,675 shares — an estimated $212K sold.

Higgins & Schmidt Wealth Strategies first reported a position in BSMP in Q3 2024 and held it in 1 quarter. The position peaked at $212K in Q3 2024. 125 funds tracked by Wall St. Rank hold BSMP as of Q4 2024.

  • Higgins & Schmidt Wealth Strategies reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Higgins & Schmidt Wealth Strategies sold 8,675 Invesco BulletShares 2025 Municipal Bond ETF shares in Q4 2024, an estimated $212K.
  • Higgins & Schmidt Wealth Strategies first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q3 2024 and held it in 1 quarter.
  • Higgins & Schmidt Wealth Strategies's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $212K in Q3 2024.
  • 125 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q4 2024.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q4 2024, filed 25 Mar 2025.