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Koss-Olinger Consulting’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Koss-Olinger Consulting’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 		– Sell
-28,555
Closed -$661K – 263
2025
Q4 		$661K Hold
28,555
– – 0.05% 130
2025
Q3 		$648K Hold
28,555
– – 0.05% 164
2025
Q2 		$648K Buy
+28,555
New +$645K 0.05% 166

Other funds holding BSMT

EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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

Koss-Olinger Consulting's BSMT Position: Q1 2026 in Review

Koss-Olinger Consulting sold out of Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q1 2026, closing a stake of 28,555 shares — an estimated $661K sold.

Koss-Olinger Consulting first reported a position in BSMT in Q2 2025 and held it in 3 quarters. The position peaked at $661K in Q4 2025. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

  • Koss-Olinger Consulting reported no remaining Invesco BulletShares 2029 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Koss-Olinger Consulting sold 28,555 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2026, an estimated $661K.
  • Koss-Olinger Consulting first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q2 2025 and held it in 3 quarters.
  • Koss-Olinger Consulting's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $661K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.