LWL
BSMP

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

Leo Wealth LLC’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
Q3 		– Sell
-22,066
Closed -$542K – 305
2025
Q2 		$542K Buy
+22,066
New +$540K 0.04% 222
2025
Q1 		– Sell
-78,313
Closed -$1.92M – 286
2024
Q4 		$1.92M Hold
78,313
– – 0.17% 106
2024
Q3 		$1.92M Hold
78,313
– – 0.18% 96
2024
Q2 		$1.9M Hold
78,313
– – 0.19% 94
2024
Q1 		$1.9M Hold
78,313
– – 0.19% 89
2023
Q4 		$1.91M Buy
+78,313
New +$1.9M 0.2% 86

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Leo Wealth LLC's BSMP Position: Q3 2025 in Review

Leo Wealth LLC sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q3 2025, closing a stake of 22,066 shares — an estimated $542K sold.

Leo Wealth LLC first reported a position in BSMP in Q4 2023 and held it in 6 quarters. The position peaked at $1.92M in Q4 2024. 118 funds tracked by Wall St. Rank hold BSMP as of Q3 2025.

  • Leo Wealth LLC reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Leo Wealth LLC sold 22,066 Invesco BulletShares 2025 Municipal Bond ETF shares in Q3 2025, an estimated $542K.
  • Leo Wealth LLC first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2023 and held it in 6 quarters.
  • Leo Wealth LLC's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $1.92M in Q4 2024.
  • 118 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q3 2025.

Based on Leo Wealth LLC's 13F filing for Q3 2025, filed 14 Nov 2025.