Sterling Financial Group’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Sterling Financial Group’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 Q3	$508K	Buy	20,696 +3,468	+20%	+$85K	0.16%	46
2025 Q2	$423K	Sell	17,228 -694	-4%	-$17K	0.14%	53
2025 Q1	$439K	Buy	17,922 +2,435	+16%	+$59.8K	0.16%	44
2024 Q4	$380K	Buy	15,487 +200	+1%	+$4.91K	0.14%	51
2024 Q3	$374K	Hold	15,287	–	–	0.16%	49
2024 Q2	$371K	Sell	15,287 -2,080	-12%	-$50.5K	0.17%	49
2024 Q1	$423K	Sell	17,367 -12,641	-42%	-$309K	0.2%	43
2023 Q4	$736K	Hold	30,008	–	–	0.44%	25
2023 Q3	$720K	Buy	30,008 +4,205	+16%	+$102K	0.45%	27
2023 Q2	$628K	Buy	25,803 +8,002	+45%	+$195K	0.42%	28
2023 Q1	$433K	Hold	17,801	–	–	0.33%	32
2022 Q4	$433K	Buy	+17,801	New	+$430K	0.33%	32

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Sterling Financial Group's BSMP Position: Q3 2025 in Review

Sterling Financial Group increased its Invesco BulletShares 2025 Municipal Bond ETF (BSMP) stake by 20% in Q3 2025, buying an estimated $85K and bringing the position to 20,696 shares worth $508K. The position accounts for 0.16% of the portfolio, ranked #46.

Sterling Financial Group first reported a position in BSMP in Q4 2022 and has held it in 12 quarters since. The position peaked at $736K in Q4 2023. 118 funds tracked by Wall St. Rank hold BSMP as of Q3 2025.

Sterling Financial Group held 20,696 shares of Invesco BulletShares 2025 Municipal Bond ETF worth $508K as of Q3 2025.
Sterling Financial Group bought 3,468 Invesco BulletShares 2025 Municipal Bond ETF shares in Q3 2025, an estimated $85K.
Invesco BulletShares 2025 Municipal Bond ETF made up 0.16% of Sterling Financial Group's portfolio in Q3 2025, its #46 holding.
Sterling Financial Group first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2022 and has held it in 12 quarters since.
Sterling Financial Group's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $736K in Q4 2023.
118 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.