Creative Planning’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Creative Planning’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	$374K	Buy	+16,243	New	+$375K	﹤0.01%	3409

Other funds holding BSMT

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning's BSMT Position: Q2 2026 in Review

Creative Planning opened a new position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q2 2026: 16,243 shares worth $374K. The stake represents ﹤0.01% of the portfolio and ranks #3409 among its holdings.

124 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

Creative Planning held 16,243 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $374K as of Q2 2026.
Invesco BulletShares 2029 Municipal Bond ETF was a new Creative Planning position in Q2 2026.
Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3409 holding.
124 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.