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

Hobbs Group 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	$534K	Sell	23,179 -570	-2%	-$13.2K	0.14%	102
2026 Q1	$547K	Buy	23,749 +3,692	+18%	+$85.8K	0.16%	96
2025 Q4	$464K	Buy	20,057 +279	+1%	+$6.45K	0.14%	104
2025 Q3	$457K	Buy	19,778 +3,221	+19%	+$73.8K	0.14%	107
2025 Q2	$376K	Sell	16,557 -14,550	-47%	-$329K	0.13%	115
2025 Q1	$707K	Sell	31,107 -94	-0.3%	-$2.16K	0.27%	78
2024 Q4	$716K	Buy	31,201 +122	+0.4%	+$2.82K	0.27%	74
2024 Q3	$723K	Buy	31,079 +430	+1%	+$9.96K	0.26%	69
2024 Q2	$702K	Buy	+30,649	New	+$705K	0.27%	67
2023 Q4	$618K	Buy	+26,309	New	+$595K	0.28%	64

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Hobbs Group Advisors's BSMT Position: Q2 2026 in Review

Hobbs Group Advisors reduced its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 2.4% in Q2 2026, selling an estimated $13.2K and leaving 23,179 shares worth $534K. The position accounts for 0.14% of the portfolio, ranked #102.

Hobbs Group Advisors first reported a position in BSMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $723K in Q3 2024. 124 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

Hobbs Group Advisors held 23,179 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $534K as of Q2 2026.
Hobbs Group Advisors sold 570 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $13.2K.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.14% of Hobbs Group Advisors's portfolio in Q2 2026, its #102 holding.
Hobbs Group Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
Hobbs Group Advisors's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $723K in Q3 2024.
124 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.