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Higgins & Schmidt Wealth Strategies’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Higgins & Schmidt Wealth Strategies’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
Q4 		– Sell
-8,859
Closed -$206K – 58
2024
Q3 		$206K Buy
+8,859
New +$205K 0.13% 51

Other funds holding BSMT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's BSMT Position: Q4 2024 in Review

Higgins & Schmidt Wealth Strategies sold out of Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q4 2024, closing a stake of 8,859 shares — an estimated $206K sold.

Higgins & Schmidt Wealth Strategies first reported a position in BSMT in Q3 2024 and held it in 1 quarter. The position peaked at $206K in Q3 2024. 83 funds tracked by Wall St. Rank hold BSMT as of Q4 2024.

  • Higgins & Schmidt Wealth Strategies reported no remaining Invesco BulletShares 2029 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Higgins & Schmidt Wealth Strategies sold 8,859 Invesco BulletShares 2029 Municipal Bond ETF shares in Q4 2024, an estimated $206K.
  • Higgins & Schmidt Wealth Strategies first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2024 and held it in 1 quarter.
  • Higgins & Schmidt Wealth Strategies's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $206K in Q3 2024.
  • 83 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q4 2024.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q4 2024, filed 25 Mar 2025.