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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
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

EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Equitable Holdings's BSMT Position: Q1 2026 in Review

Equitable Holdings increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 2.5% in Q1 2026, buying an estimated $20.9K and bringing the position to 37,175 shares worth $861K. The position accounts for 0.01% of the portfolio, ranked #1031.

Equitable Holdings first reported a position in BSMT in Q3 2022 and has held it in 15 quarters since. The position peaked at $874K in Q2 2023. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

  • Equitable Holdings held 37,175 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $861K as of Q1 2026.
  • Equitable Holdings bought 900 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2026, an estimated $20.9K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #1031 holding.
  • Equitable Holdings first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Equitable Holdings's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $874K in Q2 2023.
  • 115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.