Carson Wealth (CWM LLC)
BSMT icon

Carson Wealth (CWM LLC)’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Carson Wealth (CWM LLC)’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 		– Sell
-865
Closed -$20K – 5691
2025
Q4 		$20K Hold
865
– – ﹤0.01% 4159
2025
Q3 		$20K Hold
865
– – ﹤0.01% 4112
2025
Q2 		$20K Hold
865
– – ﹤0.01% 3898
2025
Q1 		$20K Buy
865
+432
+100% +$9.93K ﹤0.01% 3660
2024
Q4 		$10K Buy
+433
New +$10K ﹤0.01% 3844

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

Carson Wealth (CWM LLC)'s BSMT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q1 2026, closing a stake of 865 shares — an estimated $20K sold.

Carson Wealth (CWM LLC) first reported a position in BSMT in Q4 2024 and held it in 5 quarters. The position peaked at $20K in Q4 2025. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Invesco BulletShares 2029 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 865 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2026, an estimated $20K.
  • Carson Wealth (CWM LLC) first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2024 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s Invesco BulletShares 2029 Municipal Bond ETF position peaked at $20K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.