Jeff Yass’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Jeff Yass’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	$835K	Buy	+36,275	New	+$837K	﹤0.01%	8659
2024 Q4	–	Sell	-25,251	Closed	-$588K	–	12231
2024 Q3	$588K	Buy	+25,251	New	+$585K	﹤0.01%	8079
2022 Q2	–	Sell	-8,728	Closed	-$210K	–	12926
2022 Q1	$210K	Buy	+8,728	New	+$219K	﹤0.01%	11119
2020 Q4	–	Sell	-9,354	Closed	-$239K	–	11031
2020 Q3	$239K	Buy	+9,354	New	+$241K	﹤0.01%	9149

Other funds holding BSMT

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Jeff Yass's BSMT Position: Q2 2026 in Review

Jeff Yass opened a new position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q2 2026: 36,275 shares worth $835K. The stake represents ﹤0.01% of the portfolio and ranks #8659 among its holdings. This is a return to the name: Jeff Yass previously reported a position in BSMT as recently as Q3 2024.

Jeff Yass first reported a position in BSMT in Q3 2020 and has held it in 4 quarters since. 123 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

Jeff Yass held 36,275 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $835K as of Q2 2026.
Invesco BulletShares 2029 Municipal Bond ETF was a new Jeff Yass position in Q2 2026.
Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8659 holding.
Jeff Yass first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2020 and has held it in 4 quarters since.
123 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.