Stephens Inc’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Stephens Inc’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	-23,585	Closed	-$577K	–	1282
2025 Q1	$577K	Sell	23,585 -520	-2%	-$12.8K	0.01%	761
2024 Q4	$591K	Buy	+24,105	New	+$591K	0.01%	781
2022 Q3	–	Sell	-31,025	Closed	-$761K	–	1213
2022 Q2	$761K	Buy	31,025 +8,000	+35%	+$196K	0.02%	592
2022 Q1	$571K	Buy	23,025 +2,100	+10%	+$53.2K	0.01%	755
2021 Q4	$543K	Buy	20,925 +9,700	+86%	+$252K	0.01%	822
2021 Q3	$291K	Hold	11,225	–	–	﹤0.01%	1060
2021 Q2	$292K	Buy	+11,225	New	+$292K	﹤0.01%	1046

Other funds holding BSMP

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Stephens Inc's BSMP Position: Q2 2025 in Review

Stephens Inc sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q2 2025, closing a stake of 23,585 shares — an estimated $577K sold.

Stephens Inc first reported a position in BSMP in Q2 2021 and held it in 7 quarters. The position peaked at $761K in Q2 2022. 125 funds tracked by Wall St. Rank hold BSMP as of Q2 2025.

Stephens Inc reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Stephens Inc sold 23,585 Invesco BulletShares 2025 Municipal Bond ETF shares in Q2 2025, an estimated $577K.
Stephens Inc first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q2 2021 and held it in 7 quarters.
Stephens Inc's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $761K in Q2 2022.
125 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q2 2025.

Based on Stephens Inc's 13F filing for Q2 2025, filed 29 Jul 2025.