HighPoint Advisor Group’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

HighPoint Advisor Group’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	$251K	Buy	+11,295	New	+$258K	0.01%	639

Other funds holding BSMT

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

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

HighPoint Advisor Group's BSMT Position: Q3 2026 in Review

HighPoint Advisor Group opened a new position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q3 2026: 11,295 shares worth $251K. The stake represents 0.01% of the portfolio and ranks #639 among its holdings.

91 funds tracked by Wall St. Rank hold BSMT as of Q3 2026.

HighPoint Advisor Group held 11,295 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $251K as of Q3 2026.
Invesco BulletShares 2029 Municipal Bond ETF was a new HighPoint Advisor Group position in Q3 2026.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.01% of HighPoint Advisor Group's portfolio in Q3 2026, its #639 holding.
91 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q3 2026.

Based on HighPoint Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.