Bill Few Associates’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Bill Few Associates’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	$301K	Hold	13,062	–	–	0.06%	187
2026 Q1	$301K	Hold	13,062	–	–	0.07%	166
2025 Q4	$302K	Hold	13,062	–	–	0.07%	157
2025 Q3	$302K	Sell	13,062 -4,403	-25%	-$101K	0.08%	153
2025 Q2	$397K	Hold	17,465	–	–	0.11%	128
2025 Q1	$397K	Hold	17,465	–	–	0.14%	115
2024 Q4	$401K	Buy	17,465 +8,695	+99%	+$201K	0.14%	110
2024 Q3	$204K	Hold	8,770	–	–	0.07%	175
2024 Q2	$201K	Buy	+8,770	New	+$202K	0.08%	171

Other funds holding BSMT

AWM

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $171M AUM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Bill Few Associates's BSMT Position: Q2 2026 in Review

Bill Few Associates held its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) position steady in Q2 2026 at 13,062 shares worth $301K. The position accounts for 0.06% of the portfolio, ranked #187.

Bill Few Associates first reported a position in BSMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $401K in Q4 2024. 19 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

Bill Few Associates held 13,062 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $301K as of Q2 2026.
Bill Few Associates left its Invesco BulletShares 2029 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.06% of Bill Few Associates's portfolio in Q2 2026, its #187 holding.
Bill Few Associates first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
Bill Few Associates's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $401K in Q4 2024.
19 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.