KOCAA
BSMT icon

Knights of Columbus Asset Advisors’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Knights of Columbus Asset Advisors’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 		$165K Hold
7,185
– – 0.01% 350
2026
Q1 		$165K Hold
7,185
– – 0.01% 351
2025
Q4 		$166K Hold
7,185
– – 0.01% 353
2025
Q3 		$166K Hold
7,185
– – 0.01% 334
2025
Q2 		$163K Hold
7,185
– – 0.01% 320
2025
Q1 		$163K Hold
7,185
– – 0.01% 307
2024
Q4 		$165K Hold
7,185
– – 0.01% 311
2024
Q3 		$167K Buy
+7,185
New +$166K 0.01% 325

Other funds holding BSMT

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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

Knights of Columbus Asset Advisors's BSMT Position: Q2 2026 in Review

Knights of Columbus Asset Advisors held its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) position steady in Q2 2026 at 7,185 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #350.

Knights of Columbus Asset Advisors first reported a position in BSMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $167K in Q3 2024. 96 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • Knights of Columbus Asset Advisors held 7,185 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $165K as of Q2 2026.
  • Knights of Columbus Asset Advisors left its Invesco BulletShares 2029 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.01% of Knights of Columbus Asset Advisors's portfolio in Q2 2026, its #350 holding.
  • Knights of Columbus Asset Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Knights of Columbus Asset Advisors's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $167K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Knights of Columbus Asset Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.