FF Advisors’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

FF Advisors’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	$298K	Hold	12,961	–	–	0.11%	97
2026 Q1	$299K	Sell	12,961 -1,706	-12%	-$39.7K	0.12%	98
2025 Q4	$340K	Hold	14,667	–	–	0.15%	83
2025 Q3	$339K	Hold	14,667	–	–	0.16%	80
2025 Q2	$333K	Hold	14,667	–	–	0.17%	78
2025 Q1	$332K	Sell	14,667 -959	-6%	-$22K	0.19%	75
2024 Q4	$362K	Sell	15,626 -8,340	-35%	-$193K	0.24%	68
2024 Q3	$555K	Hold	23,966	–	–	0.36%	57
2024 Q2	$549K	Buy	23,966 +3,391	+16%	+$77.9K	0.39%	55
2024 Q1	$478K	Sell	20,575 -985	-5%	-$23K	0.33%	62
2023 Q4	$507K	Buy	+21,560	New	+$487K	0.42%	51

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

FF Advisors's BSMT Position: Q2 2026 in Review

FF Advisors held its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) position steady in Q2 2026 at 12,961 shares worth $298K. The position accounts for 0.11% of the portfolio, ranked #97.

FF Advisors first reported a position in BSMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $555K in Q3 2024. 124 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

FF Advisors held 12,961 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $298K as of Q2 2026.
FF Advisors left its Invesco BulletShares 2029 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.11% of FF Advisors's portfolio in Q2 2026, its #97 holding.
FF Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
FF Advisors's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $555K in Q3 2024.
124 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on FF Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.