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

HighTower 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
2026 Q2	$5.19M	Buy	225,499 +4,359	+2%	+$101K	0.01%	1223
2026 Q1	$5.09M	Buy	221,140 +20,967	+10%	+$487K	0.01%	1183
2025 Q4	$4.63M	Buy	200,173 +66,723	+50%	+$1.54M	0.01%	1210
2025 Q3	$3.08M	Buy	133,450 +21,649	+19%	+$496K	﹤0.01%	1392
2025 Q2	$2.54M	Sell	111,801 -1,662	-1%	-$37.5K	﹤0.01%	1435
2025 Q1	$2.58M	Buy	113,463 +1,512	+1%	+$34.7K	﹤0.01%	1385
2024 Q4	$2.57M	Buy	111,951 +6,401	+6%	+$148K	﹤0.01%	1373
2024 Q3	$2.45M	Buy	+105,550	New	+$2.44M	﹤0.01%	1393

Other funds holding BSMT

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

HighTower Advisors's BSMT Position: Q2 2026 in Review

HighTower Advisors increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 2% in Q2 2026, buying an estimated $101K and bringing the position to 225,499 shares worth $5.19M. The position accounts for 0.01% of the portfolio, ranked #1223.

HighTower Advisors first reported a position in BSMT in Q3 2024 and has held it in 8 quarters since. 70 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

HighTower Advisors held 225,499 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $5.19M as of Q2 2026.
HighTower Advisors bought 4,359 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $101K.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #1223 holding.
HighTower Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
70 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.