Focus Partners Wealth’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Focus Partners Wealth’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	–	Sell	-99,679	Closed	-$2.29M	–	2800
2026 Q1	$2.29M	Buy	99,679 +4,617	+5%	+$107K	﹤0.01%	1256
2025 Q4	$2.2M	Buy	95,062 +9,237	+11%	+$213K	﹤0.01%	1279
2025 Q3	$1.98M	Buy	85,825 +12,068	+16%	+$277K	﹤0.01%	1016
2025 Q2	$1.68M	Buy	73,757 +26,544	+56%	+$599K	﹤0.01%	956
2025 Q1	$1.07M	Buy	47,213 +4,454	+10%	+$102K	﹤0.01%	1041
2024 Q4	$981K	Buy	+42,759	New	+$988K	﹤0.01%	1064
2024 Q3	–	Sell	-11,501	Closed	-$264K	–	1587
2024 Q2	$264K	Buy	11,501 +1,079	+10%	+$24.8K	﹤0.01%	1099
2024 Q1	$242K	Buy	+10,422	New	+$243K	﹤0.01%	887

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Focus Partners Wealth's BSMT Position: Q2 2026 in Review

Focus Partners Wealth sold out of Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q2 2026, closing a stake of 99,679 shares — an estimated $2.29M sold.

Focus Partners Wealth first reported a position in BSMT in Q1 2024 and held it in 8 quarters. The position peaked at $2.29M in Q1 2026. 124 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

Focus Partners Wealth reported no remaining Invesco BulletShares 2029 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Focus Partners Wealth sold 99,679 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $2.29M.
Focus Partners Wealth first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2024 and held it in 8 quarters.
Focus Partners Wealth's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $2.29M in Q1 2026.
124 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.