Aptus Capital Advisors’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Aptus Capital Advisors’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 Q1	$457K	Buy	19,860 +9,940	+100%	+$231K	﹤0.01%	737
2025 Q4	$230K	Buy	9,920 +64	+0.6%	+$1.48K	﹤0.01%	987
2025 Q3	$228K	Buy	9,856 +71	+0.7%	+$1.63K	﹤0.01%	931
2025 Q2	$222K	Buy	9,785 +72	+0.7%	+$1.63K	﹤0.01%	913
2025 Q1	$221K	Buy	9,713 +991	+11%	+$22.8K	﹤0.01%	859
2024 Q4	$200K	Hold	8,722	–	–	﹤0.01%	893
2024 Q3	$203K	Buy	8,722 +4,300	+97%	+$99.6K	﹤0.01%	763
2024 Q2	$101K	Hold	4,422	–	–	﹤0.01%	816
2024 Q1	$103K	Buy	+4,422	New	+$103K	﹤0.01%	815

Other funds holding BSMT

Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Aptus Capital Advisors's BSMT Position: Q1 2026 in Review

Aptus Capital Advisors increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 100% in Q1 2026, buying an estimated $231K and bringing the position to 19,860 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Aptus Capital Advisors first reported a position in BSMT in Q1 2024 and has held it in 9 quarters since. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

Aptus Capital Advisors held 19,860 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $457K as of Q1 2026.
Aptus Capital Advisors bought 9,940 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2026, an estimated $231K.
Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #737 holding.
Aptus Capital Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2024 and has held it in 9 quarters since.
115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.