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

Kestra Private Wealth 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 		$310K Buy
+13,443
New +$310K ﹤0.01% 1480

Other funds holding BSMT

KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Kestra Private Wealth Services's BSMT Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q2 2026: 13,443 shares worth $310K. The stake represents ﹤0.01% of the portfolio and ranks #1480 among its holdings.

49 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • Kestra Private Wealth Services held 13,443 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $310K as of Q2 2026.
  • Invesco BulletShares 2029 Municipal Bond ETF was a new Kestra Private Wealth Services position in Q2 2026.
  • Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1480 holding.
  • 49 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

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