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 Q3	$721K	Hold	32,363	–	–	0.09%	129
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	$694K	Hold	30,000	–	–	0.1%	121
2025 Q3	$693K	Buy	+30,000	New	+$688K	0.1%	126

Other funds holding BSMT

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Fourpath Capital Management's BSMT Position: Q3 2026 in Review

Fourpath Capital Management held its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) position steady in Q3 2026 at 32,363 shares worth $721K. The position accounts for 0.09% of the portfolio, ranked #129.

Fourpath Capital Management first reported a position in BSMT in Q3 2025 and has held it in 5 quarters since. The position peaked at $745K in Q2 2026. 29 funds tracked by Wall St. Rank hold BSMT as of Q3 2026.

Fourpath Capital Management held 32,363 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $721K as of Q3 2026.
Fourpath Capital Management left its Invesco BulletShares 2029 Municipal Bond ETF share count unchanged in Q3 2026.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.09% of Fourpath Capital Management's portfolio in Q3 2026, its #129 holding.
Fourpath Capital Management first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2025 and has held it in 5 quarters since.
Fourpath Capital Management's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $745K in Q2 2026.
29 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q3 2026.

Based on Fourpath Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.