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 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

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

Key Financial Inc's BSMT Position: Q1 2026 in Review

Key Financial Inc reduced its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 8% in Q1 2026, selling an estimated $225K and leaving 110,776 shares worth $2.55M. The position accounts for 0.45% of the portfolio, ranked #43.

Key Financial Inc first reported a position in BSMT in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.79M in Q4 2025. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

Key Financial Inc held 110,776 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $2.55M as of Q1 2026.
Key Financial Inc sold 9,696 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2026, an estimated $225K.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.45% of Key Financial Inc's portfolio in Q1 2026, its #43 holding.
Key Financial Inc first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2023 and has held it in 13 quarters since.
Key Financial Inc's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $2.79M in Q4 2025.
115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.