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Intentional Wealth Strategies’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Intentional Wealth Strategies’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 		$272K Sell
11,831
-613
-5% -$14.1K 0.26% 54
2026
Q1 		$287K Buy
+12,444
New +$289K 0.27% 46

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
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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 $103B AUM 28.65% 1-Year Est. Return

Intentional Wealth Strategies's BSMT Position: Q2 2026 in Review

Intentional Wealth Strategies reduced its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 4.9% in Q2 2026, selling an estimated $14.1K and leaving 11,831 shares worth $272K. The position accounts for 0.26% of the portfolio, ranked #54.

Intentional Wealth Strategies first reported a position in BSMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $287K in Q1 2026. 119 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • Intentional Wealth Strategies held 11,831 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $272K as of Q2 2026.
  • Intentional Wealth Strategies sold 613 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $14.1K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.26% of Intentional Wealth Strategies's portfolio in Q2 2026, its #54 holding.
  • Intentional Wealth Strategies first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Intentional Wealth Strategies's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $287K in Q1 2026.
  • 119 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.