Kestra Advisory Services’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Kestra Advisory Services’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	$2.02M	Buy	87,624 +8,601	+11%	+$198K	0.01%	1350
2026 Q1	$1.82M	Sell	79,023 -3,023	-4%	-$70.3K	0.01%	1361
2025 Q4	$1.9M	Buy	82,046 +4,689	+6%	+$108K	0.01%	1242
2025 Q3	$1.79M	Buy	77,357 +1,389	+2%	+$31.8K	0.01%	1221
2025 Q2	$1.73M	Buy	75,968 +2,203	+3%	+$49.8K	0.01%	1158
2025 Q1	$1.68M	Buy	73,765 +157	+0.2%	+$3.61K	0.01%	1073
2024 Q4	$1.69M	Sell	73,608 -4,031	-5%	-$93.2K	0.01%	1096
2024 Q3	$1.81M	Buy	77,639 +500	+0.6%	+$11.6K	0.01%	1002
2024 Q2	$1.77M	Buy	77,139 +18,494	+32%	+$425K	0.01%	1028
2024 Q1	$1.36M	Sell	58,645 -3,750	-6%	-$87.6K	0.01%	1054
2023 Q4	$1.47M	Buy	+62,395	New	+$1.41M	0.01%	951

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Kestra Advisory Services's BSMT Position: Q2 2026 in Review

Kestra Advisory Services increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 11% in Q2 2026, buying an estimated $198K and bringing the position to 87,624 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #1350.

Kestra Advisory Services first reported a position in BSMT in Q4 2023 and has held it in 11 quarters since. 124 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

Kestra Advisory Services held 87,624 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $2.02M as of Q2 2026.
Kestra Advisory Services bought 8,601 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $198K.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1350 holding.
Kestra Advisory Services first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
124 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.