IAA
BSMP

Independent Advisor Alliance’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-27,968
Closed -$686K – 867
2024
Q4 		$686K Buy
+27,968
New +$686K 0.01% 842

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Independent Advisor Alliance's BSMP Position: Q1 2025 in Review

Independent Advisor Alliance sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q1 2025, closing a stake of 27,968 shares — an estimated $686K sold.

Independent Advisor Alliance first reported a position in BSMP in Q4 2024 and held it in 1 quarter. The position peaked at $686K in Q4 2024. 130 funds tracked by Wall St. Rank hold BSMP as of Q1 2025.

  • Independent Advisor Alliance reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 27,968 Invesco BulletShares 2025 Municipal Bond ETF shares in Q1 2025, an estimated $686K.
  • Independent Advisor Alliance first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $686K in Q4 2024.
  • 130 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.