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

Masso Torrence 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 Q3	$272K	Hold	11,075	–	–	0.11%	89
2025 Q2	$272K	Sell	11,075 -13,961	-56%	-$342K	0.13%	86
2025 Q1	$613K	Hold	25,036	–	–	0.33%	52
2024 Q4	$614K	Buy	25,036 +4,000	+19%	+$98.1K	0.32%	49
2024 Q3	$515K	Sell	21,036 -320	-1%	-$7.83K	0.28%	53
2024 Q2	$519K	Sell	21,356 -425	-2%	-$10.3K	0.29%	54
2024 Q1	$530K	Hold	21,781	–	–	0.31%	54
2023 Q4	$534K	Sell	21,781 -330	-1%	-$7.99K	0.36%	49
2023 Q3	$531K	Hold	22,111	–	–	0.41%	53
2023 Q2	$538K	Buy	22,111 +2,495	+13%	+$60.9K	0.39%	51
2023 Q1	$481K	Buy	19,616 +500	+3%	+$12.2K	0.38%	56
2022 Q4	$465K	Buy	+19,116	New	+$461K	0.37%	56

Other funds holding BSMP

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Masso Torrence Wealth Management's BSMP Position: Q3 2025 in Review

Masso Torrence Wealth Management held its Invesco BulletShares 2025 Municipal Bond ETF (BSMP) position steady in Q3 2025 at 11,075 shares worth $272K. The position accounts for 0.11% of the portfolio, ranked #89.

Masso Torrence Wealth Management first reported a position in BSMP in Q4 2022 and has held it in 12 quarters since. The position peaked at $614K in Q4 2024. 118 funds tracked by Wall St. Rank hold BSMP as of Q3 2025.

Masso Torrence Wealth Management held 11,075 shares of Invesco BulletShares 2025 Municipal Bond ETF worth $272K as of Q3 2025.
Masso Torrence Wealth Management left its Invesco BulletShares 2025 Municipal Bond ETF share count unchanged in Q3 2025.
Invesco BulletShares 2025 Municipal Bond ETF made up 0.11% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #89 holding.
Masso Torrence Wealth Management first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2022 and has held it in 12 quarters since.
Masso Torrence Wealth Management's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $614K in Q4 2024.
118 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.