TF
BSMP

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

TLWM 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
-21,513
Closed -$528K – 77
2025
Q3 		$528K Sell
21,513
-181
-0.8% -$4.44K 0.09% 58
2025
Q2 		$532K Hold
21,694
– – 0.1% 57
2025
Q1 		$531K Buy
21,694
+115
+0.5% +$2.82K 0.11% 61
2024
Q4 		$529K Buy
21,579
+459
+2% +$11.3K 0.1% 61
2024
Q3 		$517K Sell
21,120
-1,649
-7% -$40.4K 0.1% 61
2024
Q2 		$553K Hold
22,769
– – 0.12% 60
2024
Q1 		$554K Buy
22,769
+814
+4% +$19.9K 0.12% 60
2023
Q4 		$539K Buy
21,955
+134
+0.6% +$3.25K 0.13% 56
2023
Q3 		$524K Buy
21,821
+11,339
+108% +$275K 0.14% 54
2023
Q2 		$255K Buy
10,482
+1,852
+21% +$45.2K 0.07% 62
2023
Q1 		$212K Sell
8,630
-1,531
-15% -$37.5K 0.07% 65
2022
Q4 		$247K Sell
10,161
-5,712
-36% -$138K 0.09% 58
2022
Q3 		$296K Buy
15,873
+5,717
+56% +$140K 0.13% 49
2022
Q2 		$249K Buy
+10,156
New +$249K 0.1% 59

Other funds holding BSMP

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

TLWM Financial's BSMP Position: Q4 2025 in Review

TLWM Financial sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q4 2025, closing a stake of 21,513 shares — an estimated $528K sold.

TLWM Financial first reported a position in BSMP in Q2 2022 and held it in 14 quarters. The position peaked at $554K in Q1 2024. 0 funds tracked by Wall St. Rank hold BSMP as of Q4 2025.

  • TLWM Financial reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • TLWM Financial sold 21,513 Invesco BulletShares 2025 Municipal Bond ETF shares in Q4 2025, an estimated $528K.
  • TLWM Financial first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q2 2022 and held it in 14 quarters.
  • TLWM Financial's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $554K in Q1 2024.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q4 2025.

Based on TLWM Financial's 13F filing for Q4 2025, filed 12 Jan 2026.