Midland Wealth Advisors’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Midland Wealth Advisors’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 Q1	–	Sell	-10,865	Closed	-$266K	–	183
2024 Q4	$266K	Hold	10,865	–	–	0.02%	170
2024 Q3	$266K	Hold	10,865	–	–	0.02%	172
2024 Q2	$264K	Hold	10,865	–	–	0.02%	180
2024 Q1	$264K	Hold	10,865	–	–	0.02%	173
2023 Q4	$267K	Buy	+10,865	New	+$263K	0.02%	164

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Midland Wealth Advisors's BSMP Position: Q1 2025 in Review

Midland Wealth Advisors sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q1 2025, closing a stake of 10,865 shares — an estimated $266K sold.

Midland Wealth Advisors first reported a position in BSMP in Q4 2023 and held it in 5 quarters. The position peaked at $267K in Q4 2023. 130 funds tracked by Wall St. Rank hold BSMP as of Q1 2025.

Midland Wealth Advisors reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Midland Wealth Advisors sold 10,865 Invesco BulletShares 2025 Municipal Bond ETF shares in Q1 2025, an estimated $266K.
Midland Wealth Advisors first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2023 and held it in 5 quarters.
Midland Wealth Advisors's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $267K in Q4 2023.
130 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q1 2025.

Based on Midland Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.