AssetMark Inc
BSMT icon

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
Q3 		– Sell
-633
Closed -$14.6K – 3786
2026
Q2 		$14.6K Buy
+633
New +$14.6K ﹤0.01% 2310

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AssetMark Inc's BSMT Position: Q3 2026 in Review

AssetMark Inc sold out of Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q3 2026, closing a stake of 633 shares — an estimated $14.6K sold.

AssetMark Inc first reported a position in BSMT in Q2 2026 and held it in 1 quarter. The position peaked at $14.6K in Q2 2026. 36 funds tracked by Wall St. Rank hold BSMT as of Q3 2026.

  • AssetMark Inc reported no remaining Invesco BulletShares 2029 Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
  • AssetMark Inc sold 633 Invesco BulletShares 2029 Municipal Bond ETF shares in Q3 2026, an estimated $14.6K.
  • AssetMark Inc first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q2 2026 and held it in 1 quarter.
  • AssetMark Inc's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $14.6K in Q2 2026.
  • 36 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.