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 Q3	$1.45M	Sell	64,920 -67,660	-51%	-$1.54M	0.08%	140
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

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Legacy Private Trust's BSMT Position: Q3 2026 in Review

Legacy Private Trust reduced its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 51% in Q3 2026, selling an estimated $1.54M and leaving 64,920 shares worth $1.45M. The position accounts for 0.08% of the portfolio, ranked #140.

Legacy Private Trust first reported a position in BSMT in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.05M in Q2 2026. 9 funds tracked by Wall St. Rank hold BSMT as of Q3 2026.

Legacy Private Trust held 64,920 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $1.45M as of Q3 2026.
Legacy Private Trust sold 67,660 Invesco BulletShares 2029 Municipal Bond ETF shares in Q3 2026, an estimated $1.54M.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.08% of Legacy Private Trust's portfolio in Q3 2026, its #140 holding.
Legacy Private Trust first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q2 2025 and has held it in 6 quarters since.
Legacy Private Trust's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $3.05M in Q2 2026.
9 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.