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Crews Bank & Trust’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Crews Bank & Trust’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 		$199K Hold
8,650
– – 0.03% 225
2026
Q1 		$199K Hold
8,650
– – 0.03% 217
2025
Q4 		$200K Hold
8,650
– – 0.03% 215
2025
Q3 		$200K Hold
8,650
– – 0.03% 221
2025
Q2 		$196K Hold
8,650
– – 0.03% 220
2025
Q1 		$197K Hold
8,650
– – 0.03% 216
2024
Q4 		$198K Buy
+8,650
New +$200K 0.03% 210

Other funds holding BSMT

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $171M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Crews Bank & Trust's BSMT Position: Q2 2026 in Review

Crews Bank & Trust held its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) position steady in Q2 2026 at 8,650 shares worth $199K. The position accounts for 0.03% of the portfolio, ranked #225.

Crews Bank & Trust first reported a position in BSMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $200K in Q4 2025. 19 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • Crews Bank & Trust held 8,650 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $199K as of Q2 2026.
  • Crews Bank & Trust left its Invesco BulletShares 2029 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.03% of Crews Bank & Trust's portfolio in Q2 2026, its #225 holding.
  • Crews Bank & Trust first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $200K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.