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Fourpath Capital Management’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Fourpath Capital Management’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 		$745K Hold
32,363
– – 0.1% 140
2026
Q1 		$745K Buy
32,363
+2,363
+8% +$54.9K 0.11% 126
2025
Q4 		$695K Hold
30,000
– – 0.1% 121
2025
Q3 		$693K Buy
+30,000
New +$688K 0.1% 126

Other funds holding BSMT

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fourpath Capital Management's BSMT Position: Q2 2026 in Review

Fourpath Capital Management held its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) position steady in Q2 2026 at 32,363 shares worth $745K. The position accounts for 0.1% of the portfolio, ranked #140.

Fourpath Capital Management first reported a position in BSMT in Q3 2025 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • Fourpath Capital Management held 32,363 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $745K as of Q2 2026.
  • Fourpath Capital Management left its Invesco BulletShares 2029 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.1% of Fourpath Capital Management's portfolio in Q2 2026, its #140 holding.
  • Fourpath Capital Management first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 124 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Fourpath Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.