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

Marietta Wealth Management’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 Q4	–	Sell	-29,280	Closed	-$718K	–	125
2025 Q3	$718K	Buy	29,280 +8,900	+44%	+$218K	0.09%	92
2025 Q2	$500K	Buy	+20,380	New	+$499K	0.07%	102

Other funds holding BSMP

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Marietta Wealth Management's BSMP Position: Q4 2025 in Review

Marietta Wealth Management sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q4 2025, closing a stake of 29,280 shares — an estimated $718K sold.

Marietta Wealth Management first reported a position in BSMP in Q2 2025 and held it in 2 quarters. The position peaked at $718K in Q3 2025. 0 funds tracked by Wall St. Rank hold BSMP as of Q4 2025.

Marietta Wealth Management reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Marietta Wealth Management sold 29,280 Invesco BulletShares 2025 Municipal Bond ETF shares in Q4 2025, an estimated $718K.
Marietta Wealth Management first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q2 2025 and held it in 2 quarters.
Marietta Wealth Management's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $718K in Q3 2025.
0 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q4 2025.

Based on Marietta Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.