Accurate Wealth Management
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
Q3 		$357K Buy
15,905
+2,717
+21% +$62K 0.03% 443
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Accurate Wealth Management's BSMT Position: Q3 2026 in Review

Accurate Wealth Management increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 21% in Q3 2026, buying an estimated $62K and bringing the position to 15,905 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #443.

Accurate Wealth Management first reported a position in BSMT in Q3 2025 and has held it in 5 quarters since. 117 funds tracked by Wall St. Rank hold BSMT as of Q3 2026.

  • Accurate Wealth Management held 15,905 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $357K as of Q3 2026.
  • Accurate Wealth Management bought 2,717 Invesco BulletShares 2029 Municipal Bond ETF shares in Q3 2026, an estimated $62K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.03% of Accurate Wealth Management's portfolio in Q3 2026, its #443 holding.
  • Accurate Wealth Management first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • 117 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.