IA
BSMP

IFP Advisors’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

IFP Advisors’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
Q2 		– Sell
-11,070
Closed -$271K – 4928
2025
Q1 		$271K Sell
11,070
-2,113
-16% -$51.9K 0.01% 1035
2024
Q4 		$323K Buy
13,183
+13
+0.1% +$319 0.01% 909
2024
Q3 		$323K Buy
13,170
+20
+0.2% +$490 0.01% 868
2024
Q2 		$319K Buy
13,150
+1,457
+12% +$35.4K 0.01% 816
2024
Q1 		$285K Buy
11,693
+20
+0.2% +$489 0.01% 834
2023
Q4 		$286K Sell
11,673
-1,807
-13% -$43.8K 0.01% 793
2023
Q3 		$324K Buy
13,480
+28
+0.2% +$679 0.01% 754
2023
Q2 		$328K Sell
13,452
-2,640
-16% -$64.4K 0.01% 809
2023
Q1 		$402K Sell
16,092
-14,742
-48% -$361K 0.02% 674
2022
Q4 		$770K Buy
30,834
+13,770
+81% +$332K 0.02% 728
2022
Q3 		$426K Buy
17,064
+140
+0.8% +$3.43K 0.01% 1002
2022
Q2 		$423K Hold
16,924
– – 0.01% 911
2022
Q1 		$423K Buy
+16,924
New +$429K 0.01% 911

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

IFP Advisors's BSMP Position: Q2 2025 in Review

IFP Advisors sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q2 2025, closing a stake of 11,070 shares — an estimated $271K sold.

IFP Advisors first reported a position in BSMP in Q1 2022 and held it in 13 quarters. The position peaked at $770K in Q4 2022. 125 funds tracked by Wall St. Rank hold BSMP as of Q2 2025.

  • IFP Advisors reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • IFP Advisors sold 11,070 Invesco BulletShares 2025 Municipal Bond ETF shares in Q2 2025, an estimated $271K.
  • IFP Advisors first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q1 2022 and held it in 13 quarters.
  • IFP Advisors's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $770K in Q4 2022.
  • 125 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.