HWM
BSMT icon

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

Howard 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
Q2 		$605K Buy
26,262
+870
+3% +$20.1K 0.22% 83
2026
Q1 		$585K Buy
25,392
+3,020
+13% +$70.2K 0.25% 81
2025
Q4 		$518K Buy
22,372
+8,215
+58% +$190K 0.23% 81
2025
Q3 		$327K Buy
14,157
+3,515
+33% +$80.6K 0.15% 97
2025
Q2 		$242K Buy
10,642
+77
+0.7% +$1.74K 0.12% 109
2025
Q1 		$240K Sell
10,565
-1,945
-16% -$44.7K 0.13% 107
2024
Q4 		$287K Buy
12,510
+1,990
+19% +$46K 0.16% 97
2024
Q3 		$245K Buy
+10,520
New +$244K 0.14% 104

Other funds holding BSMT

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Howard Wealth Management's BSMT Position: Q2 2026 in Review

Howard Wealth Management increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 3.4% in Q2 2026, buying an estimated $20.1K and bringing the position to 26,262 shares worth $605K. The position accounts for 0.22% of the portfolio, ranked #83.

Howard Wealth Management first reported a position in BSMT in Q3 2024 and has held it in 8 quarters since. 41 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • Howard Wealth Management held 26,262 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $605K as of Q2 2026.
  • Howard Wealth Management bought 870 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $20.1K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.22% of Howard Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Howard Wealth Management first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 41 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.