Legacy Private Trust’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Legacy Private Trust’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	$3.05M	Buy	132,580 +45,151	+52%	+$1.04M	0.17%	96
2026 Q1	$2.01M	Buy	87,429 +29,028	+50%	+$675K	0.12%	114
2025 Q4	$1.35M	Buy	58,401 +30,580	+110%	+$707K	0.08%	142
2025 Q3	$643K	Buy	27,821 +13,471	+94%	+$309K	0.04%	178
2025 Q2	$326K	Buy	+14,350	New	+$324K	0.02%	212

Other funds holding BSMT

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Legacy Private Trust's BSMT Position: Q2 2026 in Review

Legacy Private Trust increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 52% in Q2 2026, buying an estimated $1.04M and bringing the position to 132,580 shares worth $3.05M. The position accounts for 0.17% of the portfolio, ranked #96.

Legacy Private Trust first reported a position in BSMT in Q2 2025 and has held it in 5 quarters since. 70 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

Legacy Private Trust held 132,580 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $3.05M as of Q2 2026.
Legacy Private Trust bought 45,151 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $1.04M.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.17% of Legacy Private Trust's portfolio in Q2 2026, its #96 holding.
Legacy Private Trust first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
70 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.