WSFS
BSMP

Wilmington Savings Fund Society’s Invesco BulletShares 2025 Municipal Bond ETF BSMP Stock Holding History

Wilmington Savings Fund Society’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
-4,063
Closed -$99.7K – 1474
2025
Q2 		$99.7K Buy
+4,063
New +$99.5K ﹤0.01% 1027

Other funds holding BSMP

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Wilmington Savings Fund Society's BSMP Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of Invesco BulletShares 2025 Municipal Bond ETF (BSMP) in Q3 2025, closing a stake of 4,063 shares — an estimated $99.7K sold.

Wilmington Savings Fund Society first reported a position in BSMP in Q2 2025 and held it in 1 quarter. The position peaked at $99.7K in Q2 2025. 118 funds tracked by Wall St. Rank hold BSMP as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining Invesco BulletShares 2025 Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 4,063 Invesco BulletShares 2025 Municipal Bond ETF shares in Q3 2025, an estimated $99.7K.
  • Wilmington Savings Fund Society first reported a position in Invesco BulletShares 2025 Municipal Bond ETF in Q2 2025 and held it in 1 quarter.
  • Wilmington Savings Fund Society's Invesco BulletShares 2025 Municipal Bond ETF position peaked at $99.7K in Q2 2025.
  • 118 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Municipal Bond ETF as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.