Kestra Advisory Services
BSMT icon

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
Q3 		$2.2M Buy
98,967
+11,343
+13% +$259K 0.01% 1394
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

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
Key Financial Inc
Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Kestra Advisory Services's BSMT Position: Q3 2026 in Review

Kestra Advisory Services increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 13% in Q3 2026, buying an estimated $259K and bringing the position to 98,967 shares worth $2.2M. The position accounts for 0.01% of the portfolio, ranked #1394.

Kestra Advisory Services first reported a position in BSMT in Q4 2023 and has held it in 12 quarters since. 58 funds tracked by Wall St. Rank hold BSMT as of Q3 2026.

  • Kestra Advisory Services held 98,967 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $2.2M as of Q3 2026.
  • Kestra Advisory Services bought 11,343 Invesco BulletShares 2029 Municipal Bond ETF shares in Q3 2026, an estimated $259K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1394 holding.
  • Kestra Advisory Services first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 58 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.