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Global Retirement Partners’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Global Retirement Partners’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
Q4 		$27.8K Hold
1,200
– – ﹤0.01% 2714
2025
Q3 		$27.7K Hold
1,200
– – ﹤0.01% 2237
2025
Q2 		$27.3K Buy
+1,200
New +$27.1K ﹤0.01% 2117
2024
Q4 		$27.5K Hold
1,200
– – ﹤0.01% 1915
2024
Q3 		$27.9K Hold
1,200
– – ﹤0.01% 1832
2024
Q2 		$27.5K Hold
1,200
– – ﹤0.01% 1831
2024
Q1 		$27.9K Hold
1,200
– – ﹤0.01% 1668
2023
Q4 		$28.1K Hold
1,200
– – ﹤0.01% 1594
2023
Q3 		$26.4K Hold
1,200
– – ﹤0.01% 1536
2023
Q2 		$27.6K Hold
1,200
– – ﹤0.01% 1530
2023
Q1 		$27.9K Hold
1,200
– – ﹤0.01% 1502
2022
Q4 		$27.5K Buy
+1,200
New +$27K ﹤0.01% 1344

Other funds holding BSMT

HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Global Retirement Partners's BSMT Position: Q4 2025 in Review

Global Retirement Partners held its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) position steady in Q4 2025 at 1,200 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2714.

Global Retirement Partners first reported a position in BSMT in Q4 2022 and has held it in 12 quarters since. The position peaked at $28.1K in Q4 2023. 108 funds tracked by Wall St. Rank hold BSMT as of Q4 2025.

  • Global Retirement Partners held 1,200 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $27.8K as of Q4 2025.
  • Global Retirement Partners left its Invesco BulletShares 2029 Municipal Bond ETF share count unchanged in Q4 2025.
  • Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2714 holding.
  • Global Retirement Partners first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2022 and has held it in 12 quarters since.
  • Global Retirement Partners's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $28.1K in Q4 2023.
  • 108 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.