Commonwealth Equity Services’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Commonwealth Equity Services’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	$2.54M	Buy	110,167 +19,138	+21%	+$445K	﹤0.01%	1810
2025 Q4	$2.11M	Sell	91,029 -70,126	-44%	-$1.62M	﹤0.01%	1935
2025 Q3	$3.72M	Buy	161,155 +14,182	+10%	+$325K	﹤0.01%	1557
2025 Q2	$3.34M	Buy	146,973 +2,429	+2%	+$54.9K	﹤0.01%	1615
2025 Q1	$3.29M	Buy	144,544 +8,838	+7%	+$203K	﹤0.01%	1571
2024 Q4	$3.11M	Buy	135,706 +27,134	+25%	+$627K	﹤0.01%	1558
2024 Q3	$2.53M	Buy	108,572 +47,004	+76%	+$1.09M	﹤0.01%	1654
2024 Q2	$1.41M	Buy	61,568 +27,785	+82%	+$639K	﹤0.01%	2027
2024 Q1	$785K	Buy	33,783 +2,299	+7%	+$53.7K	﹤0.01%	2426
2023 Q4	$740K	Buy	31,484 +11,445	+57%	+$259K	﹤0.01%	2394
2023 Q3	$443K	Buy	20,039 +2,038	+11%	+$46.4K	﹤0.01%	2698
2023 Q2	$414K	Buy	18,001 +3,645	+25%	+$84.2K	﹤0.01%	2776
2023 Q1	$335	Buy	+14,356	New	+$333K	﹤0.01%	2867

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

Commonwealth Equity Services's BSMT Position: Q1 2026 in Review

Commonwealth Equity Services increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 21% in Q1 2026, buying an estimated $445K and bringing the position to 110,167 shares worth $2.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1810.

Commonwealth Equity Services first reported a position in BSMT in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.72M in Q3 2025. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

Commonwealth Equity Services held 110,167 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $2.54M as of Q1 2026.
Commonwealth Equity Services bought 19,138 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2026, an estimated $445K.
Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1810 holding.
Commonwealth Equity Services first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2023 and has held it in 13 quarters since.
Commonwealth Equity Services's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $3.72M in Q3 2025.
115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.