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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
Q2 		$240K Buy
10,438
+662
+7% +$15.3K 0.01% 422
2026
Q1 		$225K Buy
+9,776
New +$227K 0.02% 410

Other funds holding BSMT

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Coastal Bridge Advisors's BSMT Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 6.8% in Q2 2026, buying an estimated $15.3K and bringing the position to 10,438 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #422.

Coastal Bridge Advisors first reported a position in BSMT in Q1 2026 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • Coastal Bridge Advisors held 10,438 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $240K as of Q2 2026.
  • Coastal Bridge Advisors bought 662 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $15.3K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.01% of Coastal Bridge Advisors's portfolio in Q2 2026, its #422 holding.
  • Coastal Bridge Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.