Bessemer Group
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Bessemer Group’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Bessemer Group’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
2025
Q1 		– Sell
-750
Closed -$17K – 2462
2024
Q4 		$17K Hold
750
– – ﹤0.01% 1567
2024
Q3 		$17K Buy
+750
New +$17.4K ﹤0.01% 1531

Other funds holding BSMT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Bessemer Group's BSMT Position: Q1 2025 in Review

Bessemer Group sold out of Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q1 2025, closing a stake of 750 shares — an estimated $17K sold.

Bessemer Group first reported a position in BSMT in Q3 2024 and held it in 2 quarters. The position peaked at $17K in Q4 2024. 89 funds tracked by Wall St. Rank hold BSMT as of Q1 2025.

  • Bessemer Group reported no remaining Invesco BulletShares 2029 Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Bessemer Group sold 750 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2025, an estimated $17K.
  • Bessemer Group first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2024 and held it in 2 quarters.
  • Bessemer Group's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $17K in Q4 2024.
  • 89 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2025.

Based on Bessemer Group's 13F filing for Q1 2025, filed 23 Apr 2025.