Tyler-Stone Wealth Management’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Tyler-Stone Wealth Management’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
2024 Q3	–	Sell	-675	Closed	-$16.4K	–	397
2024 Q2	$16.4K	Buy	675 +250	+59%	+$6.07K	0.01%	558
2024 Q1	$10.3K	Sell	425 -4,089	-91%	-$100K	﹤0.01%	652
2023 Q4	$111K	Buy	4,514 +23	+0.5%	+$557	0.06%	253
2023 Q3	$108K	Buy	4,491 +448	+11%	+$10.9K	0.06%	241
2023 Q2	$98K	Buy	+4,043	New	+$98.6K	0.06%	252
2022 Q4	$97K	Buy	+4,000	New	+$96.5K	0.07%	234

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Tyler-Stone Wealth Management's BSMP Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q3 2024, closing a stake of 675 shares — an estimated $16.4K sold.

Tyler-Stone Wealth Management first reported a position in BSMP in Q4 2022 and held it in 6 quarters. The position peaked at $111K in Q4 2023. 113 funds tracked by Wall St. Rank hold BSMP as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 675 Invesco BulletShares 2025 Municipal Bond ETF shares in Q3 2024, an estimated $16.4K.
Tyler-Stone Wealth Management first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q4 2022 and held it in 6 quarters.
Tyler-Stone Wealth Management's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $111K in Q4 2023.
113 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.