Central Valley Advisors’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Central Valley 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	$3.91M	Sell	169,747 -6,726	-4%	-$155K	1%	23
2026 Q1	$4.06M	Sell	176,473 -13,713	-7%	-$319K	1.11%	24
2025 Q4	$4.4M	Buy	190,186 +300	+0.2%	+$6.93K	1.32%	19
2025 Q3	$4.39M	Buy	189,886 +1,378	+0.7%	+$31.6K	1.36%	19
2025 Q2	$4.28M	Sell	188,508 -2,590	-1%	-$58.5K	1.46%	23
2025 Q1	$4.35M	Buy	+191,098	New	+$4.39M	1.65%	21

Other funds holding BSMT

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 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

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Central Valley Advisors's BSMT Position: Q2 2026 in Review

Central Valley Advisors reduced its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 3.8% in Q2 2026, selling an estimated $155K and leaving 169,747 shares worth $3.91M. The position accounts for 1% of the portfolio, ranked #23.

Central Valley Advisors first reported a position in BSMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.4M in Q4 2025. 58 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

Central Valley Advisors held 169,747 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $3.91M as of Q2 2026.
Central Valley Advisors sold 6,726 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $155K.
Invesco BulletShares 2029 Municipal Bond ETF made up 1% of Central Valley Advisors's portfolio in Q2 2026, its #23 holding.
Central Valley Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
Central Valley Advisors's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $4.4M in Q4 2025.
58 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.