Cetera Investment Advisers
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Cetera Investment Advisers’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Cetera Investment Advisers’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 		$423K Sell
18,368
-9,032
-33% -$208K ﹤0.01% 3856
2026
Q1 		$631K Buy
27,400
+4,788
+21% +$111K ﹤0.01% 3299
2025
Q4 		$523K Buy
22,612
+10,512
+87% +$243K ﹤0.01% 3398
2025
Q3 		$280K Buy
+12,100
New +$277K ﹤0.01% 3885

Other funds holding BSMT

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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

Cetera Investment Advisers's BSMT Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 33% in Q2 2026, selling an estimated $208K and leaving 18,368 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #3856.

Cetera Investment Advisers first reported a position in BSMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $631K in Q1 2026. 106 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • Cetera Investment Advisers held 18,368 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $423K as of Q2 2026.
  • Cetera Investment Advisers sold 9,032 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $208K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3856 holding.
  • Cetera Investment Advisers first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Cetera Investment Advisers's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $631K in Q1 2026.
  • 106 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.