HIP
BSMP

HUB Investment Partners’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

HUB Investment Partners’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
-11,223
Closed -$275K – 605
2024
Q3 		$275K Buy
+11,223
New +$275K 0.01% 404

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Carson Wealth (CWM LLC)
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Commonwealth Equity Services
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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AUB
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HUB Investment Partners's BSMP Position: Q4 2024 in Review

HUB Investment Partners sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q4 2024, closing a stake of 11,223 shares — an estimated $275K sold.

HUB Investment Partners first reported a position in BSMP in Q3 2024 and held it in 1 quarter. The position peaked at $275K in Q3 2024. 125 funds tracked by Wall St. Rank hold BSMP as of Q4 2024.

  • HUB Investment Partners reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • HUB Investment Partners sold 11,223 Invesco BulletShares 2025 Municipal Bond ETF shares in Q4 2024, an estimated $275K.
  • HUB Investment Partners first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q3 2024 and held it in 1 quarter.
  • HUB Investment Partners's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $275K in Q3 2024.
  • 125 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q4 2024.

Based on HUB Investment Partners's 13F filing for Q4 2024, filed 11 Feb 2025.