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

Foundry Financial 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	$225K	Buy	9,787 +259	+3%	+$5.98K	0.1%	70
2026 Q1	$219K	Hold	9,528	–	–	0.11%	65
2025 Q4	$221K	Hold	9,528	–	–	0.11%	59
2025 Q3	$220K	Hold	9,528	–	–	0.12%	57
2025 Q2	$216K	Buy	+9,528	New	+$215K	0.12%	57

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Foundry Financial Group's BSMT Position: Q2 2026 in Review

Foundry Financial Group increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 2.7% in Q2 2026, buying an estimated $5.98K and bringing the position to 9,787 shares worth $225K. The position accounts for 0.1% of the portfolio, ranked #70.

Foundry Financial Group first reported a position in BSMT in Q2 2025 and has held it in 5 quarters since. 124 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

Foundry Financial Group held 9,787 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $225K as of Q2 2026.
Foundry Financial Group bought 259 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $5.98K.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.1% of Foundry Financial Group's portfolio in Q2 2026, its #70 holding.
Foundry Financial Group first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
124 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Foundry Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.