KF
BSMP

Krilogy Financial’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Krilogy Financial’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
2023
Q2 		– Sell
-40,900
Closed -$1M – 221
2023
Q1 		$1M Hold
40,900
– – 0.08% 181
2022
Q4 		$995K Buy
+40,900
New +$987K 0.09% 166

Other funds holding BSMP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 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 $71.6B AUM 21.08% 1-Year Est. Return

Krilogy Financial's BSMP Position: Q2 2023 in Review

Krilogy Financial sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q2 2023, closing a stake of 40,900 shares — an estimated $1M sold.

Krilogy Financial first reported a position in BSMP in Q4 2022 and held it in 2 quarters. The position peaked at $1M in Q1 2023. 76 funds tracked by Wall St. Rank hold BSMP as of Q2 2023.

  • Krilogy Financial reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Krilogy Financial sold 40,900 Invesco BulletShares 2025 Municipal Bond ETF shares in Q2 2023, an estimated $1M.
  • Krilogy Financial first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2022 and held it in 2 quarters.
  • Krilogy Financial's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $1M in Q1 2023.
  • 76 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q2 2023.

Based on Krilogy Financial's 13F filing for Q2 2023, filed 19 Jul 2023.