LWMG
BSMP

Levy Wealth Management Group’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Levy Wealth Management Group’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
2024
Q2 		$300K Hold
12,342
– – 0.08% 82
2024
Q1 		$303K Hold
12,342
– – 0.09% 79
2023
Q4 		$303K Hold
12,342
– – 0.09% 79
2023
Q3 		$296K Hold
12,342
– – 0.09% 83
2023
Q2 		$301K Hold
12,342
– – 0.09% 83
2023
Q1 		$303K Buy
+12,342
New +$302K 0.09% 81

Other funds holding BSMP

Wells Fargo
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return