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

Waverly Advisors’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	-15,903	Closed	-$390K	–	1485
2025 Q3	$390K	Sell	15,903 -1,302	-8%	-$31.9K	﹤0.01%	943
2025 Q2	$422K	Sell	17,205 -489	-3%	-$12K	﹤0.01%	851
2025 Q1	$433K	Buy	17,694 +1,046	+6%	+$25.7K	0.01%	818
2024 Q4	$408K	Buy	16,648 +1,971	+13%	+$48.4K	0.01%	732
2024 Q3	$359K	Buy	14,677 +1,032	+8%	+$25.3K	0.01%	642
2024 Q2	$331K	Buy	13,645 +1,195	+10%	+$29K	0.01%	644
2024 Q1	$303K	Buy	+12,450	New	+$304K	0.01%	569

Other funds holding BSMP

HNB

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

Waverly Advisors's BSMP Position: Q4 2025 in Review

Waverly Advisors sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q4 2025, closing a stake of 15,903 shares — an estimated $390K sold.

Waverly Advisors first reported a position in BSMP in Q1 2024 and held it in 7 quarters. The position peaked at $433K in Q1 2025. 0 funds tracked by Wall St. Rank hold BSMP as of Q4 2025.

Waverly Advisors reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Waverly Advisors sold 15,903 Invesco BulletShares 2025 Municipal Bond ETF shares in Q4 2025, an estimated $390K.
Waverly Advisors first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q1 2024 and held it in 7 quarters.
Waverly Advisors's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $433K in Q1 2025.
0 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q4 2025.

Based on Waverly Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.