AssetMark Inc’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

AssetMark Inc’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	$14.6K	Buy	+633	New	+$14.6K	﹤0.01%	2310

Other funds holding BSMT

KCM

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

AWM

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

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

AssetMark Inc's BSMT Position: Q2 2026 in Review

AssetMark Inc opened a new position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q2 2026: 633 shares worth $14.6K. The stake represents ﹤0.01% of the portfolio and ranks #2310 among its holdings.

62 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

AssetMark Inc held 633 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $14.6K as of Q2 2026.
Invesco BulletShares 2029 Municipal Bond ETF was a new AssetMark Inc position in Q2 2026.
Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2310 holding.
62 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.