Horizons Wealth Management’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Horizons Wealth Management’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	$537K	Buy	23,343 +42	+0.2%	+$976	0.35%	44
2025 Q4	$539K	Buy	23,301 +1,877	+9%	+$43.4K	0.35%	45
2025 Q3	$495K	Buy	21,424 +173	+0.8%	+$3.96K	0.34%	44
2025 Q2	$483K	Buy	21,251 +695	+3%	+$15.7K	0.34%	42
2025 Q1	$467K	Hold	20,556	–	–	0.35%	39
2024 Q4	$472K	Buy	20,556 +1,507	+8%	+$34.8K	0.36%	40
2024 Q3	$443K	Hold	19,049	–	–	0.34%	40
2024 Q2	$440K	Hold	19,049	–	–	0.35%	39
2024 Q1	$448K	Hold	19,049	–	–	0.29%	40
2023 Q4	$448K	Buy	19,049 +14,301	+301%	+$323K	0.29%	40
2023 Q3	$105K	Buy	4,748 +1,872	+65%	+$42.6K	0.08%	72
2023 Q2	$66.1K	Hold	2,876	–	–	0.05%	85
2023 Q1	$67.3K	Hold	2,876	–	–	0.05%	78
2022 Q4	$66K	Buy	+2,876	New	+$64.7K	0.05%	78

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

Horizons Wealth Management's BSMT Position: Q1 2026 in Review

Horizons Wealth Management increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 0.18% in Q1 2026, buying an estimated $976 and bringing the position to 23,343 shares worth $537K. The position accounts for 0.35% of the portfolio, ranked #44.

Horizons Wealth Management first reported a position in BSMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $539K in Q4 2025. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

Horizons Wealth Management held 23,343 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $537K as of Q1 2026.
Horizons Wealth Management bought 42 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2026, an estimated $976.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.35% of Horizons Wealth Management's portfolio in Q1 2026, its #44 holding.
Horizons Wealth Management first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2022 and has held it in 14 quarters since.
Horizons Wealth Management's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $539K in Q4 2025.
115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.