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

ORBA 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 Q4	–	Sell	-20,000	Closed	-$491K	–	80
2025 Q3	$491K	Hold	20,000	–	–	0.4%	51
2025 Q2	$491K	Hold	20,000	–	–	0.45%	47
2025 Q1	$490K	Hold	20,000	–	–	0.25%	65
2024 Q4	$490K	Hold	20,000	–	–	0.26%	63
2024 Q3	$490K	Hold	20,000	–	–	0.25%	67
2024 Q2	$486K	Hold	20,000	–	–	0.25%	63
2024 Q1	$487K	Hold	20,000	–	–	0.27%	58
2023 Q4	$491K	Buy	+20,000	New	+$484K	0.29%	49

Other funds holding BSMP

HNB

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

ORBA Wealth Advisors's BSMP Position: Q4 2025 in Review

ORBA Wealth Advisors sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q4 2025, closing a stake of 20,000 shares — an estimated $491K sold.

ORBA Wealth Advisors first reported a position in BSMP in Q4 2023 and held it in 8 quarters. The position peaked at $491K in Q2 2025. 0 funds tracked by Wall St. Rank hold BSMP as of Q4 2025.

ORBA Wealth Advisors reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
ORBA Wealth Advisors sold 20,000 Invesco BulletShares 2025 Municipal Bond ETF shares in Q4 2025, an estimated $491K.
ORBA Wealth Advisors first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2023 and held it in 8 quarters.
ORBA Wealth Advisors's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $491K in Q2 2025.
0 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q4 2025.

Based on ORBA Wealth Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.