First Command Advisory Services’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

First Command Advisory Services’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	$50.2K	Sell	2,181 -11,512	-84%	-$266K	﹤0.01%	440
2026 Q1	$315K	Buy	13,693 +7,606	+125%	+$177K	﹤0.01%	158
2025 Q4	$141K	Sell	6,087 -3,878	-39%	-$89.6K	﹤0.01%	210
2025 Q3	$230K	Buy	9,965 +4,741	+91%	+$109K	﹤0.01%	168
2025 Q2	$119K	Sell	5,224 -9,067	-63%	-$205K	﹤0.01%	209
2025 Q1	$325K	Buy	14,291 +10,145	+245%	+$233K	﹤0.01%	144
2024 Q4	$95.1K	Buy	4,146 +580	+16%	+$13.4K	﹤0.01%	225
2024 Q3	$83K	Hold	3,566	–	–	﹤0.01%	246
2024 Q2	$81.7K	Buy	3,566 +1,605	+82%	+$36.9K	﹤0.01%	231
2024 Q1	$45.6K	Buy	+1,961	New	+$45.8K	﹤0.01%	263

Other funds holding BSMT

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

First Command Advisory Services's BSMT Position: Q2 2026 in Review

First Command Advisory Services reduced its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 84% in Q2 2026, selling an estimated $266K and leaving 2,181 shares worth $50.2K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

First Command Advisory Services first reported a position in BSMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $325K in Q1 2025. 81 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

First Command Advisory Services held 2,181 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $50.2K as of Q2 2026.
First Command Advisory Services sold 11,512 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $266K.
Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #440 holding.
First Command Advisory Services first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
First Command Advisory Services's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $325K in Q1 2025.
81 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.