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

Cooksen 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 Q3	$340K	Hold	15,203	–	–	0.21%	40
2026 Q2	$350K	Hold	15,203	–	–	0.22%	40
2026 Q1	$350K	Hold	15,203	–	–	0.25%	40
2025 Q4	$352K	Hold	15,203	–	–	0.26%	39
2025 Q3	$351K	Hold	15,203	–	–	0.26%	40
2025 Q2	$345K	Hold	15,203	–	–	0.28%	40
2025 Q1	$353K	Hold	15,203	–	–	0.36%	37
2024 Q4	$349K	Hold	15,203	–	–	0.32%	39
2024 Q3	$354K	Hold	15,203	–	–	0.33%	38
2024 Q2	$348K	Hold	15,203	–	–	0.35%	39
2024 Q1	$353K	Hold	15,203	–	–	0.37%	37
2023 Q4	$357K	Buy	+15,203	New	+$344K	0.41%	37

Other funds holding BSMT

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Cooksen Wealth's BSMT Position: Q3 2026 in Review

Cooksen Wealth held its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) position steady in Q3 2026 at 15,203 shares worth $340K. The position accounts for 0.21% of the portfolio, ranked #40.

Cooksen Wealth first reported a position in BSMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $357K in Q4 2023. 35 funds tracked by Wall St. Rank hold BSMT as of Q3 2026.

Cooksen Wealth held 15,203 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $340K as of Q3 2026.
Cooksen Wealth left its Invesco BulletShares 2029 Municipal Bond ETF share count unchanged in Q3 2026.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.21% of Cooksen Wealth's portfolio in Q3 2026, its #40 holding.
Cooksen Wealth first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2023 and has held it in 12 quarters since.
Cooksen Wealth's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $357K in Q4 2023.
35 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q3 2026.

Based on Cooksen Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.