Precedent Wealth Partners’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Precedent Wealth Partners’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	-70,070	Closed	-$1.72M	–	174
2025 Q3	$1.72M	Sell	70,070 -7,038	-9%	-$172K	0.38%	76
2025 Q2	$1.89M	Sell	77,108 -6,421	-8%	-$157K	0.46%	64
2025 Q1	$2.04M	Buy	83,529 +17,252	+26%	+$423K	0.57%	52
2024 Q4	$1.62M	Buy	66,277 +2,386	+4%	+$58.5K	0.53%	49
2024 Q3	$1.56M	Buy	63,891 +10,965	+21%	+$268K	0.52%	50
2024 Q2	$1.29M	Buy	52,926 +7,962	+18%	+$193K	0.52%	48
2024 Q1	$1.09M	Buy	44,964 +10,619	+31%	+$260K	0.47%	52
2023 Q4	$843K	Buy	+34,345	New	+$832K	0.43%	59

Other funds holding BSMP

HNB

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

Precedent Wealth Partners's BSMP Position: Q4 2025 in Review

Precedent Wealth Partners sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q4 2025, closing a stake of 70,070 shares — an estimated $1.72M sold.

Precedent Wealth Partners first reported a position in BSMP in Q4 2023 and held it in 8 quarters. The position peaked at $2.04M in Q1 2025. 0 funds tracked by Wall St. Rank hold BSMP as of Q4 2025.

Precedent Wealth Partners reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Precedent Wealth Partners sold 70,070 Invesco BulletShares 2025 Municipal Bond ETF shares in Q4 2025, an estimated $1.72M.
Precedent Wealth Partners first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2023 and held it in 8 quarters.
Precedent Wealth Partners's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $2.04M in Q1 2025.
0 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q4 2025.

Based on Precedent Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.