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Freedom Investment Management’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Freedom Investment 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
2025
Q3 		– Sell
-11,338
Closed -$257K – 233
2025
Q2 		$257K Sell
11,338
-586
-5% -$13.2K 0.02% 639
2025
Q1 		$271K Sell
11,924
-261
-2% -$6K 0.02% 624
2024
Q4 		$280K Buy
+12,185
New +$282K 0.02% 621

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KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
LPL Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Freedom Investment Management's BSMT Position: Q3 2025 in Review

Freedom Investment Management sold out of Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q3 2025, closing a stake of 11,338 shares — an estimated $257K sold.

Freedom Investment Management first reported a position in BSMT in Q4 2024 and held it in 3 quarters. The position peaked at $280K in Q4 2024. 101 funds tracked by Wall St. Rank hold BSMT as of Q3 2025.

  • Freedom Investment Management reported no remaining Invesco BulletShares 2029 Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 11,338 Invesco BulletShares 2029 Municipal Bond ETF shares in Q3 2025, an estimated $257K.
  • Freedom Investment Management first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2024 and held it in 3 quarters.
  • Freedom Investment Management's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $280K in Q4 2024.
  • 101 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.