Key Financial Inc’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-139,839
| Closed | -$3.43M | – | 1452 |
|
|
2025
Q3 | $3.43M | Sell |
139,839
-866
| -0.6% | -$21.2K | 0.63% | 35 |
|
|
2025
Q2 | $3.45M | Buy |
140,705
+10,005
| +8% | +$245K | 0.69% | 31 |
|
|
2025
Q1 | $3.2M | Buy |
130,700
+3,265
| +3% | +$80.1K | 0.7% | 32 |
|
|
2024
Q4 | $3.12M | Buy |
127,435
+40,395
| +46% | +$991K | 0.71% | 30 |
|
|
2024
Q3 | $2.13M | Buy |
87,040
+26,632
| +44% | +$652K | 0.47% | 45 |
|
|
2024
Q2 | $1.47M | Buy |
60,408
+24,339
| +67% | +$591K | 0.35% | 55 |
|
|
2024
Q1 | $878K | Sell |
36,069
-35,116
| -49% | -$858K | 0.22% | 82 |
|
|
2023
Q4 | $1.75M | Buy |
71,185
+10,200
| +17% | +$247K | 0.48% | 47 |
|
|
2023
Q3 | $1.46M | Buy |
60,985
+11,140
| +22% | +$270K | 0.49% | 45 |
|
|
2023
Q2 | $1.21M | Buy |
49,845
+6,615
| +15% | +$161K | 0.4% | 50 |
|
|
2023
Q1 | $1.06M | Buy |
43,230
+32,900
| +318% | +$805K | 0.39% | 52 |
|
|
2022
Q4 | $246K | Hold |
10,330
| – | – | 0.12% | 141 |
|
|
2022
Q3 | $246K | Hold |
10,330
| – | – | 0.12% | 143 |
|
|
2022
Q2 | $254K | Hold |
10,330
| – | – | 0.14% | 128 |
|
|
2022
Q1 | $256K | Hold |
10,330
| – | – | 0.13% | 129 |
|
|
2021
Q4 | $268K | Hold |
10,330
| – | – | 0.13% | 123 |
|
|
2021
Q3 | $268K | Hold |
10,330
| – | – | 0.15% | 119 |
|
|
2021
Q2 | $270K | Hold |
10,330
| – | – | 0.15% | 120 |
|
|
2021
Q1 | $267K | Hold |
10,330
| – | – | 0.18% | 113 |
|
|
2020
Q4 | $268K | Hold |
10,330
| – | – | 0.2% | 91 |
|
|
2020
Q3 | $267K | Buy |
+10,330
| New | +$266K | 0.27% | 85 |
|
Other funds holding BSMP
Key Financial Inc's BSMP Position: Q4 2025 in Review
Key Financial Inc sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q4 2025, closing a stake of 139,839 shares — an estimated $3.43M sold.
Key Financial Inc first reported a position in BSMP in Q3 2020 and held it in 21 quarters. The position peaked at $3.45M in Q2 2025. 0 funds tracked by Wall St. Rank hold BSMP as of Q4 2025.
- Key Financial Inc reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
- Key Financial Inc sold 139,839 Invesco BulletShares 2025 Municipal Bond ETF shares in Q4 2025, an estimated $3.43M.
- Key Financial Inc first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q3 2020 and held it in 21 quarters.
- Key Financial Inc's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $3.45M in Q2 2025.
- 0 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q4 2025.
Based on Key Financial Inc's 13F filing for Q4 2025, filed 9 Feb 2026.