OneDigital Investment Advisors’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

OneDigital Investment 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 Q4	–	Sell	-20,818	Closed	-$511K	–	1514
2025 Q3	$511K	Hold	20,818	–	–	0.01%	924
2025 Q2	$511K	Buy	20,818 +815	+4%	+$20K	0.01%	888
2025 Q1	$490K	Sell	20,003 -12,344	-38%	-$303K	0.01%	864
2024 Q4	$793K	Sell	32,347 -15,608	-33%	-$383K	0.01%	716
2024 Q3	$1.17M	Buy	47,955 +12,266	+34%	+$300K	0.01%	600
2024 Q2	$867K	Buy	+35,689	New	+$867K	0.01%	664

Other funds holding BSMP

HNB

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

OneDigital Investment Advisors's BSMP Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q4 2025, closing a stake of 20,818 shares — an estimated $511K sold.

OneDigital Investment Advisors first reported a position in BSMP in Q2 2024 and held it in 6 quarters. The position peaked at $1.17M in Q3 2024. 0 funds tracked by Wall St. Rank hold BSMP as of Q4 2025.

OneDigital Investment Advisors reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 20,818 Invesco BulletShares 2025 Municipal Bond ETF shares in Q4 2025, an estimated $511K.
OneDigital Investment Advisors first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q2 2024 and held it in 6 quarters.
OneDigital Investment Advisors's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $1.17M in Q3 2024.
0 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.