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Equitable Holdings’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Equitable Holdings’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 		$841K Sell
36,501
-674
-2% -$15.6K 0.01% 1079
2026
Q1 		$861K Buy
37,175
+900
+2% +$20.9K 0.01% 1031
2025
Q4 		$840K Buy
36,275
+623
+2% +$14.4K 0.01% 921
2025
Q3 		$824K Buy
35,652
+1,372
+4% +$31.4K 0.01% 893
2025
Q2 		$778K Buy
34,280
+4,105
+14% +$92.7K 0.01% 877
2025
Q1 		$686K Buy
30,175
+478
+2% +$11K 0.01% 824
2024
Q4 		$681K Buy
29,697
+2,024
+7% +$46.8K 0.01% 779
2024
Q3 		$644K Sell
27,673
-2,001
-7% -$46.4K 0.01% 803
2024
Q2 		$680K Sell
29,674
-4,396
-13% -$101K 0.01% 750
2024
Q1 		$792K Sell
34,070
-2,962
-8% -$69.2K 0.01% 674
2023
Q4 		$870K Buy
37,032
+964
+3% +$21.8K 0.01% 620
2023
Q3 		$798K Sell
36,068
-1,971
-5% -$44.8K 0.01% 598
2023
Q2 		$874K Buy
38,039
+7,429
+24% +$172K 0.01% 548
2023
Q1 		$716K Buy
30,610
+2,808
+10% +$65.2K 0.01% 554
2022
Q4 		$637K Buy
27,802
+2,437
+10% +$54.8K 0.01% 555
2022
Q3 		$557K Buy
+25,365
New +$585K 0.01% 538

Other funds holding BSMT

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Equitable Holdings's BSMT Position: Q2 2026 in Review

Equitable Holdings reduced its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 1.8% in Q2 2026, selling an estimated $15.6K and leaving 36,501 shares worth $841K. The position accounts for 0.01% of the portfolio, ranked #1079.

Equitable Holdings first reported a position in BSMT in Q3 2022 and has held it in 16 quarters since. The position peaked at $874K in Q2 2023. 124 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • Equitable Holdings held 36,501 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $841K as of Q2 2026.
  • Equitable Holdings sold 674 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $15.6K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #1079 holding.
  • Equitable Holdings first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Equitable Holdings's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $874K in Q2 2023.
  • 124 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.