Mariner
BSMP

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

Mariner’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
Q3 		– Sell
-11,023
Closed -$268K – 3300
2024
Q2 		$268K Sell
11,023
-39,789
-78% -$967K ﹤0.01% 2546
2024
Q1 		$1.24M Buy
50,812
+4,161
+9% +$102K ﹤0.01% 1368
2023
Q4 		$1.14M Buy
+46,651
New +$1.13M ﹤0.01% 1342

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner's BSMP Position: Q3 2024 in Review

Mariner sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q3 2024, closing a stake of 11,023 shares — an estimated $268K sold.

Mariner first reported a position in BSMP in Q4 2023 and held it in 3 quarters. The position peaked at $1.24M in Q1 2024. 113 funds tracked by Wall St. Rank hold BSMP as of Q3 2024.

  • Mariner reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Mariner sold 11,023 Invesco BulletShares 2025 Municipal Bond ETF shares in Q3 2024, an estimated $268K.
  • Mariner first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2023 and held it in 3 quarters.
  • Mariner's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $1.24M in Q1 2024.
  • 113 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q3 2024.

Based on Mariner's 13F filing for Q3 2024, filed 13 Nov 2024.