Larson Financial Group’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Larson Financial Group’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	$127K	Hold	5,514	–	–	﹤0.01%	887
2025 Q4	$128K	Hold	5,514	–	–	﹤0.01%	845
2025 Q3	$127K	Hold	5,514	–	–	﹤0.01%	814
2025 Q2	$125K	Hold	5,514	–	–	0.01%	777
2025 Q1	$125K	Buy	+5,514	New	+$127K	0.01%	740

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 $1.89B AUM 26.04% 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

Larson Financial Group's BSMT Position: Q1 2026 in Review

Larson Financial Group held its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) position steady in Q1 2026 at 5,514 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Larson Financial Group first reported a position in BSMT in Q1 2025 and has held it in 5 quarters since. The position peaked at $128K in Q4 2025. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

Larson Financial Group held 5,514 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $127K as of Q1 2026.
Larson Financial Group left its Invesco BulletShares 2029 Municipal Bond ETF share count unchanged in Q1 2026.
Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #887 holding.
Larson Financial Group first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
Larson Financial Group's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $128K in Q4 2025.
115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.