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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
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

EC
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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

HUB Investment Partners's BSMT Position: Q1 2026 in Review

HUB Investment Partners opened a new position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q1 2026: 12,778 shares worth $294K. The stake represents 0.01% of the portfolio and ranks #817 among its holdings. This is a return to the name: HUB Investment Partners previously reported a position in BSMT as recently as Q3 2024.

HUB Investment Partners first reported a position in BSMT in Q3 2024 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

  • HUB Investment Partners held 12,778 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $294K as of Q1 2026.
  • Invesco BulletShares 2029 Municipal Bond ETF was a new HUB Investment Partners position in Q1 2026.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.01% of HUB Investment Partners's portfolio in Q1 2026, its #817 holding.
  • HUB Investment Partners first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.