IFP Advisors
BSMT icon

IFP Advisors’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

IFP Advisors’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 		$9.8K Hold
438
– – ﹤0.01% 3413
2026
Q2 		$10.1K Buy
438
+189
+76% +$4.36K ﹤0.01% 3390
2026
Q1 		$5.73K Buy
+249
New +$5.79K ﹤0.01% 3437

Other funds holding BSMT

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

IFP Advisors's BSMT Position: Q3 2026 in Review

IFP Advisors held its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) position steady in Q3 2026 at 438 shares worth $9.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3413.

IFP Advisors first reported a position in BSMT in Q1 2026 and has held it in 3 quarters since. The position peaked at $10.1K in Q2 2026. 39 funds tracked by Wall St. Rank hold BSMT as of Q3 2026.

  • IFP Advisors held 438 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $9.8K as of Q3 2026.
  • IFP Advisors left its Invesco BulletShares 2029 Municipal Bond ETF share count unchanged in Q3 2026.
  • Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3413 holding.
  • IFP Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • IFP Advisors's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $10.1K in Q2 2026.
  • 39 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.