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Beacon Pointe Advisors’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Beacon Pointe 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
Q2 		$374K Buy
16,224
+3
+0% +$69 ﹤0.01% 1483
2026
Q1 		$373K Buy
16,221
+1,423
+10% +$33.1K ﹤0.01% 1422
2025
Q4 		$343K Sell
14,798
-8,499
-36% -$196K ﹤0.01% 1207
2025
Q3 		$538K Buy
23,297
+5,947
+34% +$136K ﹤0.01% 985
2025
Q2 		$394K Buy
17,350
+446
+3% +$10.1K ﹤0.01% 960
2025
Q1 		$384K Buy
16,904
+653
+4% +$15K ﹤0.01% 932
2024
Q4 		$373K Sell
16,251
-2,174
-12% -$50.3K ﹤0.01% 931
2024
Q3 		$429K Sell
18,425
-848
-4% -$19.6K ﹤0.01% 908
2024
Q2 		$442K Buy
19,273
+2,843
+17% +$65.4K 0.01% 917
2024
Q1 		$382K Buy
16,430
+959
+6% +$22.4K ﹤0.01% 1016
2023
Q4 		$363K Buy
+15,471
New +$350K ﹤0.01% 1007

Other funds holding BSMT

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
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
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beacon Pointe Advisors's BSMT Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 0.02% in Q2 2026, buying an estimated $69 and bringing the position to 16,224 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

Beacon Pointe Advisors first reported a position in BSMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $538K in Q3 2025. 123 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • Beacon Pointe Advisors held 16,224 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $374K as of Q2 2026.
  • Beacon Pointe Advisors bought 3 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $69.
  • Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1483 holding.
  • Beacon Pointe Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Beacon Pointe Advisors's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $538K in Q3 2025.
  • 123 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.