Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Cambridge Investment Research Advisors’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 		$219K Buy
+9,524
New +$220K ﹤0.01% 3477
2025
Q1 		– Sell
-10,902
Closed -$250K – 3521
2024
Q4 		$250K Sell
10,902
-183
-2% -$4.23K ﹤0.01% 2998
2024
Q3 		$258K Buy
+11,085
New +$257K ﹤0.01% 2940

Other funds holding BSMT

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
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
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Cambridge Investment Research Advisors's BSMT Position: Q2 2026 in Review

Cambridge Investment Research Advisors opened a new position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q2 2026: 9,524 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #3477 among its holdings. This is a return to the name: Cambridge Investment Research Advisors previously reported a position in BSMT as recently as Q4 2024.

Cambridge Investment Research Advisors first reported a position in BSMT in Q3 2024 and has held it in 3 quarters since. The position peaked at $258K in Q3 2024. 41 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • Cambridge Investment Research Advisors held 9,524 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $219K as of Q2 2026.
  • Invesco BulletShares 2029 Municipal Bond ETF was a new Cambridge Investment Research Advisors position in Q2 2026.
  • Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3477 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • Cambridge Investment Research Advisors's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $258K in Q3 2024.
  • 41 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.