BSMP β€” INVESCO BULLETSHARES 2025 MUNICIPAL BOND ETF

Ownership history in Horizons Wealth Management  Β·  14 quarters on record

AI Ownership Summary

Horizons Wealth Management reported INVESCO BULLETSHARES 2025 MUNICIPAL BOND ETF (BSMP) in 14 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.57% in 2023 Q3. The latest visible filing shows BSMP at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BSMP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Horizons Wealth Management's position in INVESCO BULLETSHARES 2025 MUNICIPAL BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BSMP was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Horizons Wealth Management held BSMP β€” position size vs. price
% of Fund (quarterly)    BSMP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 13,274 β€” 0% 0.22% $326K 2025-10-03 $24.42
2025 Q2 UNCHANGED 13,274 β€” 0% 0.23% $326K 2025-07-07 $24.26
2025 Q1 ADDED 13,274 +85 +0.6% 0.24% $325K 2025-04-10 $24.02
2024 Q4 REDUCED 13,189 -614 -4.4% 0.25% $323K 2025-01-07 $23.95
2024 Q3 UNCHANGED 13,803 β€” 0% 0.26% $338K 2024-10-08 $23.79
2024 Q2 REDUCED 13,803 -20,612 -59.9% 0.27% $339K 2024-07-22 $23.67
2024 Q1 UNCHANGED 34,415 β€” 0% 0.55% $844K 2024-04-03 $23.27
2023 Q4 ADDED 34,415 +2,110 +6.5% 0.55% $844K 2024-01-08 $23.38
2023 Q3 ADDED 32,305 +12,438 +62.6% 0.57% $775K 2023-10-12 $22.79
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BSMP

As of 2025 Q4 β€” sorted by position size

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.02%

FAQ About Horizons Wealth Management and BSMP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Horizons Wealth Management reported owning BSMP?

Horizons Wealth Management reported BSMP across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported BSMP position in Horizons Wealth Management's portfolio?

The largest reported portfolio weight for BSMP was 0.57% in 2023 Q3.

What is the latest reported BSMP position on this page?

The most recent filing on this page is 2025 Q3, when Horizons Wealth Management reported 13,274 shares, equal to 0.22% of portfolio, with an estimated market value of $326K.

What does the chart on this BSMP ownership page compare?

The chart compares Horizons Wealth Management's quarterly BSMP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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