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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
Q1 		$5.73K Buy
+249
New +$5.79K ﹤0.01% 3437

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

IFP Advisors's BSMT Position: Q1 2026 in Review

IFP Advisors opened a new position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q1 2026: 249 shares worth $5.73K. The stake represents ﹤0.01% of the portfolio and ranks #3437 among its holdings.

115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

  • IFP Advisors held 249 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $5.73K as of Q1 2026.
  • Invesco BulletShares 2029 Municipal Bond ETF was a new IFP Advisors position in Q1 2026.
  • Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3437 holding.
  • 115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.