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Invariant Investment Management’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Invariant Investment Management’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 		$389K Buy
16,869
+95
+0.6% +$2.19K 0.23% 48
2026
Q1 		$388K Sell
16,774
-519
-3% -$12.1K 0.24% 47
2025
Q4 		$402K Buy
+17,293
New +$400K 0.26% 49

Other funds holding BSMT

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Invariant Investment Management's BSMT Position: Q2 2026 in Review

Invariant Investment Management increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 0.57% in Q2 2026, buying an estimated $2.19K and bringing the position to 16,869 shares worth $389K. The position accounts for 0.23% of the portfolio, ranked #48.

Invariant Investment Management first reported a position in BSMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $402K in Q4 2025. 82 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • Invariant Investment Management held 16,869 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $389K as of Q2 2026.
  • Invariant Investment Management bought 95 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $2.19K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.23% of Invariant Investment Management's portfolio in Q2 2026, its #48 holding.
  • Invariant Investment Management first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Invariant Investment Management's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $402K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Invariant Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.