Focus Partners Wealth
BSMT icon

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
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

EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Focus Partners Wealth's BSMT Position: Q1 2026 in Review

Focus Partners Wealth increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 4.9% in Q1 2026, buying an estimated $107K and bringing the position to 99,679 shares worth $2.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Focus Partners Wealth first reported a position in BSMT in Q1 2024 and has held it in 8 quarters since. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

  • Focus Partners Wealth held 99,679 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $2.29M as of Q1 2026.
  • Focus Partners Wealth bought 4,617 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2026, an estimated $107K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1256 holding.
  • Focus Partners Wealth first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2024 and has held it in 8 quarters since.
  • 115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.