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Cambridge Financial Group (Arizona)’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Cambridge Financial Group (Arizona)’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 		– Sell
-15,938
Closed -$367K – 162
2026
Q1 		$367K Sell
15,938
-7,017
-31% -$163K 0.12% 120
2025
Q4 		$531K Hold
22,955
– – 0.18% 90
2025
Q3 		$530K Buy
+22,955
New +$526K 0.17% 98

Other funds holding BSMT

HBT
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s BSMT Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) sold out of Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q2 2026, closing a stake of 15,938 shares — an estimated $367K sold.

Cambridge Financial Group (Arizona) first reported a position in BSMT in Q3 2025 and held it in 3 quarters. The position peaked at $531K in Q4 2025. 81 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • Cambridge Financial Group (Arizona) reported no remaining Invesco BulletShares 2029 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Cambridge Financial Group (Arizona) sold 15,938 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $367K.
  • Cambridge Financial Group (Arizona) first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2025 and held it in 3 quarters.
  • Cambridge Financial Group (Arizona)'s Invesco BulletShares 2029 Municipal Bond ETF position peaked at $531K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.