Anchor Investment Management’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Anchor Investment 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	$1.05M	Buy	45,500 +19,000	+72%	+$438K	0.08%	186
2026 Q1	$610K	Buy	26,500 +22,500	+563%	+$523K	0.05%	249
2025 Q4	$92.6K	Buy	4,000 +3,000	+300%	+$69.3K	0.01%	501
2025 Q3	$23.1K	Buy	+1,000	New	+$22.9K	﹤0.01%	713

Other funds holding BSMT

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Anchor Investment Management's BSMT Position: Q2 2026 in Review

Anchor Investment Management increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 72% in Q2 2026, buying an estimated $438K and bringing the position to 45,500 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #186.

Anchor Investment Management first reported a position in BSMT in Q3 2025 and has held it in 4 quarters since. 125 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

Anchor Investment Management held 45,500 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $1.05M as of Q2 2026.
Anchor Investment Management bought 19,000 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $438K.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.08% of Anchor Investment Management's portfolio in Q2 2026, its #186 holding.
Anchor Investment Management first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
125 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.