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Coastline Complete Wealth’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Coastline Complete Wealth’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 		$1.58M Sell
68,735
-165
-0.2% -$3.84K 0.98% 24
2025
Q4 		$1.6M Buy
+68,900
New +$1.59M 1% 22

Other funds holding BSMT

EC
Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return
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
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Coastline Complete Wealth's BSMT Position: Q1 2026 in Review

Coastline Complete Wealth reduced its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 0.24% in Q1 2026, selling an estimated $3.84K and leaving 68,735 shares worth $1.58M. The position accounts for 0.98% of the portfolio, ranked #24.

Coastline Complete Wealth first reported a position in BSMT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.6M in Q4 2025. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

  • Coastline Complete Wealth held 68,735 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $1.58M as of Q1 2026.
  • Coastline Complete Wealth sold 165 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2026, an estimated $3.84K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.98% of Coastline Complete Wealth's portfolio in Q1 2026, its #24 holding.
  • Coastline Complete Wealth first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Coastline Complete Wealth's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $1.6M in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.