Howard Wealth Management
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
Q3 		$589K Buy
26,477
+215
+0.8% +$4.91K 0.21% 85
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Howard Wealth Management's BSMT Position: Q3 2026 in Review

Howard Wealth Management increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 0.82% in Q3 2026, buying an estimated $4.91K and bringing the position to 26,477 shares worth $589K. The position accounts for 0.21% of the portfolio, ranked #85.

Howard Wealth Management first reported a position in BSMT in Q3 2024 and has held it in 9 quarters since. The position peaked at $605K in Q2 2026. 117 funds tracked by Wall St. Rank hold BSMT as of Q3 2026.

  • Howard Wealth Management held 26,477 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $589K as of Q3 2026.
  • Howard Wealth Management bought 215 Invesco BulletShares 2029 Municipal Bond ETF shares in Q3 2026, an estimated $4.91K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.21% of Howard Wealth Management's portfolio in Q3 2026, its #85 holding.
  • Howard Wealth Management first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2024 and has held it in 9 quarters since.
  • Howard Wealth Management's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $605K in Q2 2026.
  • 117 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.