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

Coastal Bridge 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 Q1	$225K	Buy	+9,776	New	+$227K	0.02%	410

Other funds holding BSMT

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Coastal Bridge Advisors's BSMT Position: Q1 2026 in Review

Coastal Bridge Advisors opened a new position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q1 2026: 9,776 shares worth $225K. The stake represents 0.02% of the portfolio and ranks #410 among its holdings.

115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

Coastal Bridge Advisors held 9,776 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $225K as of Q1 2026.
Invesco BulletShares 2029 Municipal Bond ETF was a new Coastal Bridge Advisors position in Q1 2026.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.02% of Coastal Bridge Advisors's portfolio in Q1 2026, its #410 holding.
115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.