AWM
BSMT icon

Accurate Wealth Management’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Accurate Wealth Management’s Portfolio BSMT Stock Details BSMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$304K Buy
13,188
+1
+0% +$23 0.03% 461
2026
Q1 		$305K Buy
13,187
+1,124
+9% +$26.1K 0.04% 420
2025
Q4 		$281K Buy
12,063
+2,097
+21% +$48.5K 0.04% 420
2025
Q3 		$231K Buy
+9,966
New +$228K 0.03% 454

Other funds holding BSMT

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $171M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

Accurate Wealth Management's BSMT Position: Q2 2026 in Review

Accurate Wealth Management increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 0.01% in Q2 2026, buying an estimated $23 and bringing the position to 13,188 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #461.

Accurate Wealth Management first reported a position in BSMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $305K in Q1 2026. 19 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • Accurate Wealth Management held 13,188 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $304K as of Q2 2026.
  • Accurate Wealth Management bought 1 Invesco BulletShares 2029 Municipal Bond ETF share in Q2 2026, an estimated $23.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #461 holding.
  • Accurate Wealth Management first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Accurate Wealth Management's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $305K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.