SAM
BSMP

Secure Asset Management’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Secure Asset Management’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
Q3 		– Sell
-26,395
Closed -$641K – 309
2024
Q2 		$641K Buy
26,395
+1,292
+5% +$31.4K 0.12% 149
2024
Q1 		$611K Buy
25,103
+1,682
+7% +$41.1K 0.14% 120
2023
Q4 		$575K Buy
+23,421
New +$567K 0.15% 116

Other funds holding BSMP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Secure Asset Management's BSMP Position: Q3 2024 in Review

Secure Asset Management sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q3 2024, closing a stake of 26,395 shares — an estimated $641K sold.

Secure Asset Management first reported a position in BSMP in Q4 2023 and held it in 3 quarters. The position peaked at $641K in Q2 2024. 113 funds tracked by Wall St. Rank hold BSMP as of Q3 2024.

  • Secure Asset Management reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Secure Asset Management sold 26,395 Invesco BulletShares 2025 Municipal Bond ETF shares in Q3 2024, an estimated $641K.
  • Secure Asset Management first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2023 and held it in 3 quarters.
  • Secure Asset Management's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $641K in Q2 2024.
  • 113 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q3 2024.

Based on Secure Asset Management's 13F filing for Q3 2024, filed 16 Oct 2024.