CVFG LLC’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

CVFG LLC’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	$202K	Buy	+9,090	New	+$208K	0.02%	245

Other funds holding BSMT

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

CVFG LLC's BSMT Position: Q3 2026 in Review

CVFG LLC opened a new position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q3 2026: 9,090 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #245 among its holdings.

117 funds tracked by Wall St. Rank hold BSMT as of Q3 2026.

CVFG LLC held 9,090 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $202K as of Q3 2026.
Invesco BulletShares 2029 Municipal Bond ETF was a new CVFG LLC position in Q3 2026.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.02% of CVFG LLC's portfolio in Q3 2026, its #245 holding.
117 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q3 2026.

Based on CVFG LLC's 13F filing for Q3 2026, filed 12 Nov 2026.