WF
BSMP

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

Wayfinding 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
Q2 		– Sell
-1,400
Closed -$34K – 229
2025
Q1 		$34K Buy
+1,400
New +$34.4K 0.01% 438

Other funds holding BSMP

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wayfinding Financial's BSMP Position: Q2 2025 in Review

Wayfinding Financial sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q2 2025, closing a stake of 1,400 shares — an estimated $34K sold.

Wayfinding Financial first reported a position in BSMP in Q1 2025 and held it in 1 quarter. The position peaked at $34K in Q1 2025. 125 funds tracked by Wall St. Rank hold BSMP as of Q2 2025.

  • Wayfinding Financial reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Wayfinding Financial sold 1,400 Invesco BulletShares 2025 Municipal Bond ETF shares in Q2 2025, an estimated $34K.
  • Wayfinding Financial first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q1 2025 and held it in 1 quarter.
  • Wayfinding Financial's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $34K in Q1 2025.
  • 125 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.