SWP
BSMP

Stratos Wealth Partners’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Stratos Wealth Partners’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
2023
Q1 		– Sell
-15,560
Closed -$378K – 1140
2022
Q4 		$378K Sell
15,560
-4,496
-22% -$108K 0.01% 816
2022
Q3 		$477K Sell
20,056
-10,627
-35% -$261K 0.01% 704
2022
Q2 		$753K Sell
30,683
-19,442
-39% -$476K 0.02% 582
2022
Q1 		$1.24M Buy
50,125
+21,448
+75% +$544K 0.03% 496
2021
Q4 		$744K Buy
28,677
+1,686
+6% +$43.7K 0.02% 663
2021
Q3 		$701K Buy
26,991
+2,205
+9% +$57.5K 0.02% 639
2021
Q2 		$644K Buy
24,786
+1,544
+7% +$40.1K 0.02% 693
2021
Q1 		$600K Sell
23,242
-3,722
-14% -$96.5K 0.02% 657
2020
Q4 		$700K Buy
26,964
+4,270
+19% +$111K 0.02% 558
2020
Q3 		$586K Buy
22,694
+5,625
+33% +$145K 0.02% 568
2020
Q2 		$435K Buy
+17,069
New +$429K 0.02% 646

Other funds holding BSMP

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Stratos Wealth Partners's BSMP Position: Q1 2023 in Review

Stratos Wealth Partners sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q1 2023, closing a stake of 15,560 shares — an estimated $378K sold.

Stratos Wealth Partners first reported a position in BSMP in Q2 2020 and held it in 11 quarters. The position peaked at $1.24M in Q1 2022. 74 funds tracked by Wall St. Rank hold BSMP as of Q1 2023.

  • Stratos Wealth Partners reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Stratos Wealth Partners sold 15,560 Invesco BulletShares 2025 Municipal Bond ETF shares in Q1 2023, an estimated $378K.
  • Stratos Wealth Partners first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q2 2020 and held it in 11 quarters.
  • Stratos Wealth Partners's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $1.24M in Q1 2022.
  • 74 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q1 2023.

Based on Stratos Wealth Partners's 13F filing for Q1 2023, filed 27 Apr 2023.