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 Q3	$3.72M	Sell	167,120 -2,627	-2%	-$60K	1%	27
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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Central Valley Advisors's BSMT Position: Q3 2026 in Review

Central Valley Advisors reduced its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 1.5% in Q3 2026, selling an estimated $60K and leaving 167,120 shares worth $3.72M. The position accounts for 1% of the portfolio, ranked #27.

Central Valley Advisors first reported a position in BSMT in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.4M in Q4 2025. 106 funds tracked by Wall St. Rank hold BSMT as of Q3 2026.

Central Valley Advisors held 167,120 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $3.72M as of Q3 2026.
Central Valley Advisors sold 2,627 Invesco BulletShares 2029 Municipal Bond ETF shares in Q3 2026, an estimated $60K.
Invesco BulletShares 2029 Municipal Bond ETF made up 1% of Central Valley Advisors's portfolio in Q3 2026, its #27 holding.
Central Valley Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2025 and has held it in 7 quarters since.
Central Valley Advisors's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $4.4M in Q4 2025.
106 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.