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

Clearstead 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 		$397K Hold
17,254
– – ﹤0.01% 830
2026
Q1 		$397K Hold
17,254
– – ﹤0.01% 771
2025
Q4 		$399K Buy
17,254
+4,321
+33% +$99.8K 0.01% 722
2025
Q3 		$299K Buy
+12,933
New +$296K ﹤0.01% 782

Other funds holding BSMT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
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
Commonwealth Equity Services
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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Clearstead Advisors's BSMT Position: Q2 2026 in Review

Clearstead Advisors held its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) position steady in Q2 2026 at 17,254 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Clearstead Advisors first reported a position in BSMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $399K in Q4 2025. 75 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • Clearstead Advisors held 17,254 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $397K as of Q2 2026.
  • Clearstead Advisors left its Invesco BulletShares 2029 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #830 holding.
  • Clearstead Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $399K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.