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 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

Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Kestra Advisory Services's BSMT Position: Q1 2026 in Review

Kestra Advisory Services reduced its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 3.7% in Q1 2026, selling an estimated $70.3K and leaving 79,023 shares worth $1.82M. The position accounts for 0.01% of the portfolio, ranked #1361.

Kestra Advisory Services first reported a position in BSMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.9M in Q4 2025. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

Kestra Advisory Services held 79,023 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $1.82M as of Q1 2026.
Kestra Advisory Services sold 3,023 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2026, an estimated $70.3K.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1361 holding.
Kestra Advisory Services first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
Kestra Advisory Services's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $1.9M in Q4 2025.
115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.