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 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

Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWM

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

Hobbs Group Advisors's BSMT Position: Q1 2026 in Review

Hobbs Group Advisors increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 18% in Q1 2026, buying an estimated $85.8K and bringing the position to 23,749 shares worth $547K. The position accounts for 0.16% of the portfolio, ranked #96.

Hobbs Group Advisors first reported a position in BSMT in Q4 2023 and has held it in 9 quarters since. The position peaked at $723K in Q3 2024. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

Hobbs Group Advisors held 23,749 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $547K as of Q1 2026.
Hobbs Group Advisors bought 3,692 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2026, an estimated $85.8K.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.16% of Hobbs Group Advisors's portfolio in Q1 2026, its #96 holding.
Hobbs Group Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2023 and has held it in 9 quarters since.
Hobbs Group Advisors's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $723K in Q3 2024.
115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on Hobbs Group Advisors's 13F filing for Q1 2026, filed 20 May 2026.