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Glen Eagle Advisors’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Glen Eagle Advisors’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
2024
Q3 		– Sell
-100
Closed -$2.29K – 1163
2024
Q2 		$2.29K Hold
100
– – ﹤0.01% 875
2024
Q1 		$2.32K Buy
+100
New +$2.33K ﹤0.01% 887

Other funds holding BSMT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

Glen Eagle Advisors's BSMT Position: Q3 2024 in Review

Glen Eagle Advisors sold out of Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q3 2024, closing a stake of 100 shares — an estimated $2.29K sold.

Glen Eagle Advisors first reported a position in BSMT in Q1 2024 and held it in 2 quarters. The position peaked at $2.32K in Q1 2024. 68 funds tracked by Wall St. Rank hold BSMT as of Q3 2024.

  • Glen Eagle Advisors reported no remaining Invesco BulletShares 2029 Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Glen Eagle Advisors sold 100 Invesco BulletShares 2029 Municipal Bond ETF shares in Q3 2024, an estimated $2.29K.
  • Glen Eagle Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2024 and held it in 2 quarters.
  • Glen Eagle Advisors's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $2.32K in Q1 2024.
  • 68 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q3 2024.

Based on Glen Eagle Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.