SPC
BSMP

Sigma Planning Corp’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Sigma Planning Corp’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
Q2 		– Sell
-9,965
Closed -$244K – 1258
2025
Q1 		$244K Sell
9,965
-859
-8% -$21.1K 0.01% 1041
2024
Q4 		$265K Buy
+10,824
New +$266K 0.01% 980

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sigma Planning Corp's BSMP Position: Q2 2025 in Review

Sigma Planning Corp sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q2 2025, closing a stake of 9,965 shares — an estimated $244K sold.

Sigma Planning Corp first reported a position in BSMP in Q4 2024 and held it in 2 quarters. The position peaked at $265K in Q4 2024. 125 funds tracked by Wall St. Rank hold BSMP as of Q2 2025.

  • Sigma Planning Corp reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 9,965 Invesco BulletShares 2025 Municipal Bond ETF shares in Q2 2025, an estimated $244K.
  • Sigma Planning Corp first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2024 and held it in 2 quarters.
  • Sigma Planning Corp's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $265K in Q4 2024.
  • 125 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q2 2025.

Based on Sigma Planning Corp's 13F filing for Q2 2025, filed 5 Aug 2025.