Brown Advisory
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Brown Advisory’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Brown Advisory’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
Q1 		$900K Buy
39,086
+2,150
+6% +$50K ﹤0.01% 878
2025
Q4 		$855K Hold
36,936
– – ﹤0.01% 891
2025
Q3 		$853K Buy
36,936
+23,648
+178% +$542K ﹤0.01% 875
2025
Q2 		$302K Buy
+13,288
New +$300K ﹤0.01% 1166

Other funds holding BSMT

EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Brown Advisory's BSMT Position: Q1 2026 in Review

Brown Advisory increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 5.8% in Q1 2026, buying an estimated $50K and bringing the position to 39,086 shares worth $900K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Brown Advisory first reported a position in BSMT in Q2 2025 and has held it in 4 quarters since. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

  • Brown Advisory held 39,086 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $900K as of Q1 2026.
  • Brown Advisory bought 2,150 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2026, an estimated $50K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of Brown Advisory's portfolio in Q1 2026, its #878 holding.
  • Brown Advisory first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.