Fidelity Investments’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Fidelity Investments’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
2025 Q3	–	Sell	-1	Closed	-$23	–	5398
2025 Q2	$23	Sell	1 -6,874	-100%	-$155K	﹤0.01%	5256
2025 Q1	$156K	Buy	+6,875	New	+$158K	﹤0.01%	3348
2024 Q4	–	Sell	-1	Closed	-$23	–	5573
2024 Q3	$23	Buy	+1	New	+$23	﹤0.01%	5324

Other funds holding BSMT

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Fidelity Investments's BSMT Position: Q3 2025 in Review

Fidelity Investments sold out of Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q3 2025, closing a stake of 1 share — an estimated $23 sold.

Fidelity Investments first reported a position in BSMT in Q3 2024 and held it in 3 quarters. The position peaked at $156K in Q1 2025. 101 funds tracked by Wall St. Rank hold BSMT as of Q3 2025.

Fidelity Investments reported no remaining Invesco BulletShares 2029 Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
Fidelity Investments sold 1 Invesco BulletShares 2029 Municipal Bond ETF share in Q3 2025, an estimated $23.
Fidelity Investments first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2024 and held it in 3 quarters.
Fidelity Investments's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $156K in Q1 2025.
101 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q3 2025.

Based on Fidelity Investments's 13F filing for Q3 2025, filed 13 Nov 2025.