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

Meridian 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	-25,480	Closed	-$625K	–	756
2025 Q3	$625K	Sell	25,480 -6,116	-19%	-$150K	0.02%	427
2025 Q2	$775K	Hold	31,596	–	–	0.03%	359
2025 Q1	$773K	Sell	31,596 -1,881	-6%	-$46.2K	0.04%	334
2024 Q4	$821K	Buy	33,477 +2,932	+10%	+$71.9K	0.04%	325
2024 Q3	$748K	Buy	30,545 +4,935	+19%	+$121K	0.04%	336
2024 Q2	$622K	Buy	+25,610	New	+$622K	0.07%	155
2024 Q1	–	Sell	-15,887	Closed	-$390K	–	223
2023 Q4	$390K	Buy	+15,887	New	+$385K	0.02%	435

Other funds holding BSMP

HNB

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

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

Meridian Wealth Management sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q4 2025, closing a stake of 25,480 shares — an estimated $625K sold.

Meridian Wealth Management first reported a position in BSMP in Q4 2023 and held it in 7 quarters. The position peaked at $821K in Q4 2024. 0 funds tracked by Wall St. Rank hold BSMP as of Q4 2025.

Meridian Wealth Management reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Meridian Wealth Management sold 25,480 Invesco BulletShares 2025 Municipal Bond ETF shares in Q4 2025, an estimated $625K.
Meridian Wealth Management first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2023 and held it in 7 quarters.
Meridian Wealth Management's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $821K in Q4 2024.
0 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q4 2025.

Based on Meridian Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.