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Financial Solutions Advisory Group’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Financial Solutions Advisory Group’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 		$1.67M Hold
72,527
– – 0.21% 52
2026
Q1 		$1.67M Buy
+72,527
New +$1.69M 0.23% 51

Other funds holding BSMT

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Financial Solutions Advisory Group's BSMT Position: Q2 2026 in Review

Financial Solutions Advisory Group held its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) position steady in Q2 2026 at 72,527 shares worth $1.67M. The position accounts for 0.21% of the portfolio, ranked #52.

Financial Solutions Advisory Group first reported a position in BSMT in Q1 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • Financial Solutions Advisory Group held 72,527 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $1.67M as of Q2 2026.
  • Financial Solutions Advisory Group left its Invesco BulletShares 2029 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.21% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #52 holding.
  • Financial Solutions Advisory Group first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.