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 Q2	$951K	Buy	41,306 +2,220	+6%	+$51.2K	﹤0.01%	921
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

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Brown Advisory's BSMT Position: Q2 2026 in Review

Brown Advisory increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 5.7% in Q2 2026, buying an estimated $51.2K and bringing the position to 41,306 shares worth $951K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Brown Advisory first reported a position in BSMT in Q2 2025 and has held it in 5 quarters since. 125 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

Brown Advisory held 41,306 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $951K as of Q2 2026.
Brown Advisory bought 2,220 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $51.2K.
Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #921 holding.
Brown Advisory first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
125 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.