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Cookson Peirce & Co’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Cookson Peirce & Co’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 		$220K Buy
9,558
+613
+7% +$14.1K 0.01% 307
2026
Q1 		$206K Sell
8,945
-341
-4% -$7.93K 0.01% 295
2025
Q4 		$215K Buy
+9,286
New +$215K 0.01% 303
2023
Q3 		– Sell
-9,953
Closed -$229K – 210
2023
Q2 		$229K Buy
+9,953
New +$230K 0.01% 196
2023
Q1 		– Sell
-9,878
Closed -$226K – 214
2022
Q4 		$226K Buy
9,878
+426
+5% +$9.58K 0.01% 187
2022
Q3 		$207K Sell
9,452
-3,939
-29% -$90.8K 0.01% 177
2022
Q2 		$307K Sell
13,391
-934
-7% -$21.6K 0.02% 161
2022
Q1 		$345K Sell
14,325
-628
-4% -$15.8K 0.02% 168
2021
Q4 		$391K Buy
14,953
+3,888
+35% +$101K 0.02% 152
2021
Q3 		$287K Sell
11,065
-1,579
-12% -$41.5K 0.02% 179
2021
Q2 		$332K Buy
+12,644
New +$330K 0.02% 174

Other funds holding BSMT

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Cookson Peirce & Co's BSMT Position: Q2 2026 in Review

Cookson Peirce & Co increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 6.9% in Q2 2026, buying an estimated $14.1K and bringing the position to 9,558 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #307.

Cookson Peirce & Co first reported a position in BSMT in Q2 2021 and has held it in 11 quarters since. The position peaked at $391K in Q4 2021. 41 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • Cookson Peirce & Co held 9,558 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $220K as of Q2 2026.
  • Cookson Peirce & Co bought 613 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $14.1K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.01% of Cookson Peirce & Co's portfolio in Q2 2026, its #307 holding.
  • Cookson Peirce & Co first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q2 2021 and has held it in 11 quarters since.
  • Cookson Peirce & Co's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $391K in Q4 2021.
  • 41 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Cookson Peirce & Co's 13F filing for Q2 2026, filed 23 Jul 2026.