T
BSMP

Transce3nd’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Transce3nd’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 		– Sell
-394
Closed -$9.67K – 285
2025
Q2 		$9.67K Hold
394
– – ﹤0.01% 576
2025
Q1 		$9.64K Hold
394
– – ﹤0.01% 570
2024
Q4 		$9.66K Buy
+394
New +$9.67K ﹤0.01% 764

Other funds holding BSMP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
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

Transce3nd's BSMP Position: Q3 2025 in Review

Transce3nd sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q3 2025, closing a stake of 394 shares — an estimated $9.67K sold.

Transce3nd first reported a position in BSMP in Q4 2024 and held it in 3 quarters. The position peaked at $9.67K in Q2 2025. 118 funds tracked by Wall St. Rank hold BSMP as of Q3 2025.

  • Transce3nd reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 394 Invesco BulletShares 2025 Municipal Bond ETF shares in Q3 2025, an estimated $9.67K.
  • Transce3nd first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2024 and held it in 3 quarters.
  • Transce3nd's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $9.67K in Q2 2025.
  • 118 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.