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 Q3	$123K	Hold	5,514	–	–	﹤0.01%	1149
2026 Q2	$127K	Hold	5,514	–	–	﹤0.01%	1061
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

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

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

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Larson Financial Group's BSMT Position: Q3 2026 in Review

Larson Financial Group held its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) position steady in Q3 2026 at 5,514 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Larson Financial Group first reported a position in BSMT in Q1 2025 and has held it in 7 quarters since. The position peaked at $128K in Q4 2025. 74 funds tracked by Wall St. Rank hold BSMT as of Q3 2026.

Larson Financial Group held 5,514 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $123K as of Q3 2026.
Larson Financial Group left its Invesco BulletShares 2029 Municipal Bond ETF share count unchanged in Q3 2026.
Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1149 holding.
Larson Financial Group first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2025 and has held it in 7 quarters since.
Larson Financial Group's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $128K in Q4 2025.
74 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.