Key Financial Inc’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Key Financial Inc’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	$1.84M	Sell	79,698 -31,078	-28%	-$717K	0.3%	61
2026 Q1	$2.55M	Sell	110,776 -9,696	-8%	-$225K	0.45%	43
2025 Q4	$2.79M	Buy	120,472 +1,080	+0.9%	+$25K	0.51%	39
2025 Q3	$2.76M	Buy	119,392 +2,860	+2%	+$65.5K	0.51%	41
2025 Q2	$2.65M	Hold	116,532	–	–	0.53%	40
2025 Q1	$2.65M	Hold	116,532	–	–	0.58%	36
2024 Q4	$2.67M	Buy	116,532 +9,850	+9%	+$228K	0.61%	34
2024 Q3	$2.48M	Buy	106,682 +4,100	+4%	+$95K	0.55%	40
2024 Q2	$2.35M	Buy	102,582 +10,410	+11%	+$239K	0.56%	39
2024 Q1	$2.14M	Buy	92,172 +11,433	+14%	+$267K	0.55%	38
2023 Q4	$1.9M	Buy	80,739 +12,210	+18%	+$276K	0.52%	41
2023 Q3	$1.52M	Hold	68,529	–	–	0.51%	40
2023 Q2	$1.57M	Buy	68,529 +54,729	+397%	+$1.26M	0.52%	42
2023 Q1	$323K	Buy	+13,800	New	+$321K	0.12%	145

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

Key Financial Inc's BSMT Position: Q2 2026 in Review

Key Financial Inc reduced its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 28% in Q2 2026, selling an estimated $717K and leaving 79,698 shares worth $1.84M. The position accounts for 0.3% of the portfolio, ranked #61.

Key Financial Inc first reported a position in BSMT in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.79M in Q4 2025. 124 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

Key Financial Inc held 79,698 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $1.84M as of Q2 2026.
Key Financial Inc sold 31,078 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $717K.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.3% of Key Financial Inc's portfolio in Q2 2026, its #61 holding.
Key Financial Inc first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2023 and has held it in 14 quarters since.
Key Financial Inc's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $2.79M in Q4 2025.
124 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.