PA
BSMP

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

Parallel 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
2024
Q1 		– Sell
-3,000
Closed -$73.6K – 3311
2023
Q4 		$73.6K Buy
+3,000
New +$72.7K ﹤0.01% 1251

Other funds holding BSMP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Parallel Advisors's BSMP Position: Q1 2024 in Review

Parallel Advisors sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q1 2024, closing a stake of 3,000 shares — an estimated $73.6K sold.

Parallel Advisors first reported a position in BSMP in Q4 2023 and held it in 1 quarter. The position peaked at $73.6K in Q4 2023. 101 funds tracked by Wall St. Rank hold BSMP as of Q1 2024.

  • Parallel Advisors reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Parallel Advisors sold 3,000 Invesco BulletShares 2025 Municipal Bond ETF shares in Q1 2024, an estimated $73.6K.
  • Parallel Advisors first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2023 and held it in 1 quarter.
  • Parallel Advisors's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $73.6K in Q4 2023.
  • 101 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q1 2024.

Based on Parallel Advisors's 13F filing for Q1 2024, filed 6 May 2024.