Northeast Planning Associates NH’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Northeast Planning Associates NH’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	-17,580	Closed	-$431K	–	54
2025 Q3	$431K	Hold	17,580	–	–	0.37%	31
2025 Q2	$431K	Sell	17,580 -1,237	-7%	-$30.3K	0.4%	31
2025 Q1	$461K	Hold	18,817	–	–	0.38%	29
2024 Q4	$461K	Buy	+18,817	New	+$462K	0.48%	27

Other funds holding BSMP

HNB

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

Northeast Planning Associates NH's BSMP Position: Q4 2025 in Review

Northeast Planning Associates NH sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q4 2025, closing a stake of 17,580 shares — an estimated $431K sold.

Northeast Planning Associates NH first reported a position in BSMP in Q4 2024 and held it in 4 quarters. The position peaked at $461K in Q4 2024. 0 funds tracked by Wall St. Rank hold BSMP as of Q4 2025.

Northeast Planning Associates NH reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Northeast Planning Associates NH sold 17,580 Invesco BulletShares 2025 Municipal Bond ETF shares in Q4 2025, an estimated $431K.
Northeast Planning Associates NH first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2024 and held it in 4 quarters.
Northeast Planning Associates NH's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $461K in Q4 2024.
0 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q4 2025.

Based on Northeast Planning Associates NH's 13F filing for Q4 2025, filed 4 Feb 2026.