Stifel Financial
BSMP

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

Stifel Financial’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
-23,601
Closed -$579K – 3582
2025
Q3 		$579K Sell
23,601
-1,577
-6% -$38.7K ﹤0.01% 2727
2025
Q2 		$618K Buy
25,178
+7,968
+46% +$195K ﹤0.01% 2643
2025
Q1 		$421K Buy
17,210
+1,205
+8% +$29.6K ﹤0.01% 2800
2024
Q4 		$392K Sell
16,005
-4,237
-21% -$104K ﹤0.01% 2817
2024
Q3 		$496K Buy
20,242
+3,960
+24% +$97K ﹤0.01% 2685
2024
Q2 		$395K Sell
16,282
-1,425
-8% -$34.6K ﹤0.01% 2769
2024
Q1 		$431K Buy
17,707
+219
+1% +$5.35K ﹤0.01% 2700
2023
Q4 		$429K Buy
17,488
+5,964
+52% +$144K ﹤0.01% 2655
2023
Q3 		$277K Sell
11,524
-306
-3% -$7.42K ﹤0.01% 2834
2023
Q2 		$288K Buy
11,830
+737
+7% +$18K ﹤0.01% 2847
2023
Q1 		$272K Sell
11,093
-33
-0.3% -$808 ﹤0.01% 2876
2022
Q4 		$271K Buy
+11,126
New +$268K ﹤0.01% 2828

Other funds holding BSMP

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

Stifel Financial's BSMP Position: Q4 2025 in Review

Stifel Financial sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q4 2025, closing a stake of 23,601 shares — an estimated $579K sold.

Stifel Financial first reported a position in BSMP in Q4 2022 and held it in 12 quarters. The position peaked at $618K in Q2 2025. 0 funds tracked by Wall St. Rank hold BSMP as of Q4 2025.

  • Stifel Financial reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Stifel Financial sold 23,601 Invesco BulletShares 2025 Municipal Bond ETF shares in Q4 2025, an estimated $579K.
  • Stifel Financial first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2022 and held it in 12 quarters.
  • Stifel Financial's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $618K in Q2 2025.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q4 2025.

Based on Stifel Financial's 13F filing for Q4 2025, filed 13 Feb 2026.