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Advisornet Financial’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Advisornet Financial’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
2025
Q3 		– Sell
-293
Closed -$6.65K – 2251
2025
Q2 		$6.65K Hold
293
– – ﹤0.01% 1596
2025
Q1 		$6.66K Hold
293
– – ﹤0.01% 1533
2024
Q4 		$6.72K Hold
293
– – ﹤0.01% 1413
2024
Q3 		$6.82K Buy
+293
New +$6.79K ﹤0.01% 1514

Other funds holding BSMT

HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Advisornet Financial's BSMT Position: Q3 2025 in Review

Advisornet Financial sold out of Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q3 2025, closing a stake of 293 shares — an estimated $6.65K sold.

Advisornet Financial first reported a position in BSMT in Q3 2024 and held it in 4 quarters. The position peaked at $6.82K in Q3 2024. 101 funds tracked by Wall St. Rank hold BSMT as of Q3 2025.

  • Advisornet Financial reported no remaining Invesco BulletShares 2029 Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Advisornet Financial sold 293 Invesco BulletShares 2029 Municipal Bond ETF shares in Q3 2025, an estimated $6.65K.
  • Advisornet Financial first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2024 and held it in 4 quarters.
  • Advisornet Financial's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $6.82K in Q3 2024.
  • 101 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q3 2025.

Based on Advisornet Financial's 13F filing for Q3 2025, filed 9 Oct 2025.