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Leavell Investment Management’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Leavell Investment Management’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 		$308K Hold
13,385
– – 0.01% 529
2026
Q1 		$308K Buy
13,385
+685
+5% +$15.9K 0.01% 513
2025
Q4 		$294K Buy
+12,700
New +$293K 0.01% 504

Other funds holding BSMT

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
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Leavell Investment Management's BSMT Position: Q2 2026 in Review

Leavell Investment Management held its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) position steady in Q2 2026 at 13,385 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #529.

Leavell Investment Management first reported a position in BSMT in Q4 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • Leavell Investment Management held 13,385 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $308K as of Q2 2026.
  • Leavell Investment Management 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 Leavell Investment Management's portfolio in Q2 2026, its #529 holding.
  • Leavell Investment Management first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.