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 Q3	$1.87M	Buy	84,042 +4,344	+5%	+$99.2K	0.3%	61
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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Key Financial Inc's BSMT Position: Q3 2026 in Review

Key Financial Inc increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 5.5% in Q3 2026, buying an estimated $99.2K and bringing the position to 84,042 shares worth $1.87M. 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 15 quarters since. The position peaked at $2.79M in Q4 2025. 117 funds tracked by Wall St. Rank hold BSMT as of Q3 2026.

Key Financial Inc held 84,042 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $1.87M as of Q3 2026.
Key Financial Inc bought 4,344 Invesco BulletShares 2029 Municipal Bond ETF shares in Q3 2026, an estimated $99.2K.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.3% of Key Financial Inc's portfolio in Q3 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 15 quarters since.
Key Financial Inc's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $2.79M in Q4 2025.
117 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.