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HUB Investment Partners’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

HUB Investment Partners’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 		$474K Buy
20,579
+7,801
+61% +$180K 0.01% 738
2026
Q1 		$294K Buy
+12,778
New +$297K 0.01% 817
2024
Q4 		– Sell
-9,369
Closed -$218K – 609
2024
Q3 		$218K Buy
+9,369
New +$217K 0.01% 459

Other funds holding BSMT

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

HUB Investment Partners's BSMT Position: Q2 2026 in Review

HUB Investment Partners increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 61% in Q2 2026, buying an estimated $180K and bringing the position to 20,579 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #738.

HUB Investment Partners first reported a position in BSMT in Q3 2024 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • HUB Investment Partners held 20,579 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $474K as of Q2 2026.
  • HUB Investment Partners bought 7,801 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $180K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #738 holding.
  • HUB Investment Partners first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • 124 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.