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%	1224
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

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KCM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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 #1224.

HighTower Advisors first reported a position in BSMT in Q3 2024 and has held it in 8 quarters since. 125 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 #1224 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.
125 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.