LB
BSMP

Leo Brokerage’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Leo Brokerage’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 		$1.91M Hold
78,313
– – 0.22% 80
2023
Q1 		$1.92M Buy
+78,313
New +$1.92M 0.29% 69

Other funds holding BSMP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $617B AUM 30.33% 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 $1.55T AUM 33.47% 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 $1.67B AUM 21.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Leo Brokerage's BSMP Position: Q2 2023 in Review

Leo Brokerage held its Invesco BulletShares 2025 Municipal Bond ETF (BSMP) position steady in Q2 2023 at 78,313 shares worth $1.91M. The position accounts for 0.22% of the portfolio, ranked #80.

Leo Brokerage first reported a position in BSMP in Q1 2023 and has held it in 2 quarters since. The position peaked at $1.92M in Q1 2023. 76 funds tracked by Wall St. Rank hold BSMP as of Q2 2023.

  • Leo Brokerage held 78,313 shares of Invesco BulletShares 2025 Municipal Bond ETF worth $1.91M as of Q2 2023.
  • Leo Brokerage left its Invesco BulletShares 2025 Municipal Bond ETF share count unchanged in Q2 2023.
  • Invesco BulletShares 2025 Municipal Bond ETF made up 0.22% of Leo Brokerage's portfolio in Q2 2023, its #80 holding.
  • Leo Brokerage first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • Leo Brokerage's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $1.92M in Q1 2023.
  • 76 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.