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Upturn AI SWOT - About
Invesco BulletShares (R) 2025 Municipal Bond ETF (BSMP)
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Upturn Advisory Summary
08/14/2025: BSMP (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 3.43% | Avg. Invested days 73 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.42 | 52 Weeks Range 23.65 - 24.54 | Updated Date 06/30/2025 |
52 Weeks Range 23.65 - 24.54 | Updated Date 06/30/2025 |
Upturn AI SWOT
Invesco BulletShares (R) 2025 Municipal Bond ETF
ETF Overview
Overview
The Invesco BulletShares (R) 2025 Municipal Bond ETF (BSCV) is a target maturity ETF focusing on a portfolio of municipal bonds that mature in 2025, providing investors with a defined maturity date for their fixed income investments. It targets the municipal bond sector, aiming for a predictable income stream and return of principal at maturity.
Reputation and Reliability
Invesco is a well-established and reputable asset management firm with a long history of providing investment solutions.
Management Expertise
Invesco has a dedicated fixed income team with experienced professionals managing municipal bond portfolios.
Investment Objective
Goal
The ETF's primary investment goal is to provide investment results that correspond generally to the price and yield performance of the S&P AMT-Free Municipal Series 2025 Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the S&P AMT-Free Municipal Series 2025 Index, which consists of investment-grade municipal bonds with a maturity date in 2025.
Composition The ETF holds a diversified portfolio of municipal bonds with varying credit ratings and issuers, all maturing in the year 2025.
Market Position
Market Share: The ETF holds a moderate market share within the defined maturity municipal bond ETF segment.
Total Net Assets (AUM): 223262215
Competitors
Key Competitors
- Guggenheim Target Maturity Municipal Bond ETF Series
Competitive Landscape
The competitive landscape includes other target maturity municipal bond ETFs. BSCV's advantages include Invesco's brand recognition, while potential disadvantages could involve slightly higher expense ratios or tracking error compared to competitors.
Financial Performance
Historical Performance: Historical performance can be assessed via standard financial data providers.
Benchmark Comparison: The ETF aims to closely track the S&P AMT-Free Municipal Series 2025 Index.
Expense Ratio: 0.24
Liquidity
Average Trading Volume
The average trading volume for BSCV is moderate, reflecting its niche focus and investor demand.
Bid-Ask Spread
The bid-ask spread for BSCV is generally tight, reflecting the ETF's liquidity and trading efficiency.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and municipal bond market conditions influence BSCV's performance. Changes to tax law impact the attractiveness of municipal bonds.
Growth Trajectory
The ETF's growth trajectory is tied to investor demand for defined maturity municipal bond investments and overall market conditions.
Moat and Competitive Advantages
Competitive Edge
BSCV offers a defined maturity date, allowing investors to plan their fixed income investments with greater precision. Its focus on municipal bonds provides tax-advantaged income for investors in higher tax brackets. The ETF's diversified portfolio reduces issuer-specific risk and provides exposure to a broad range of municipal bonds. Invesco's expertise in fixed income management further enhances the ETF's appeal. The ETF provides an opportunity to gain exposure to a portfolio that matures at a specific time.
Risk Analysis
Volatility
The ETF's volatility is influenced by interest rate risk and credit risk associated with municipal bonds.
Market Risk
Specific risks include interest rate risk (rising rates can decrease bond values), credit risk (risk of default), and liquidity risk (difficulty in selling bonds).
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking a predictable income stream and return of principal at a defined maturity date (2025). Investors in higher tax brackets who benefit from tax-exempt income would also be a good fit.
Market Risk
BSCV is best for long-term investors seeking a defined maturity fixed income investment and/or those looking to ladder bond maturities.
Summary
BSCV is a target maturity municipal bond ETF providing investors with a defined maturity date for their fixed income investments. It tracks the S&P AMT-Free Municipal Series 2025 Index, offering a diversified portfolio of municipal bonds maturing in 2025. The ETF provides tax-advantaged income and reduces issuer-specific risk. It's suited for long-term investors seeking predictable income and return of principal and those looking to ladder their bond maturities to align cashflow with investment time horizons.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- FactSet
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco BulletShares (R) 2025 Municipal Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its total assets in securities that comprise the underlying index. The underlying index seeks to measure the performance of a portfolio of U.S. dollar-denominated investment-grade municipal bonds with maturities or, in some cases, "effective maturities," in the year 2025 (collectively, "2025 Bonds").
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