LPL Financial
BSMT icon

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

LPL Financial’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 		$6.9M Buy
299,559
+27,739
+10% +$645K ﹤0.01% 2348
2025
Q4 		$6.29M Buy
271,820
+23,866
+10% +$551K ﹤0.01% 2342
2025
Q3 		$5.73M Buy
247,954
+32,476
+15% +$744K ﹤0.01% 2346
2025
Q2 		$4.89M Buy
215,478
+2,062
+1% +$46.6K ﹤0.01% 2330
2025
Q1 		$4.85M Buy
213,416
+38,654
+22% +$888K ﹤0.01% 2173
2024
Q4 		$4.01M Buy
174,762
+43,706
+33% +$1.01M ﹤0.01% 2251
2024
Q3 		$3.05M Buy
131,056
+46,306
+55% +$1.07M ﹤0.01% 2362
2024
Q2 		$1.94M Buy
84,750
+9,278
+12% +$213K ﹤0.01% 2629
2024
Q1 		$1.75M Buy
75,472
+2,320
+3% +$54.2K ﹤0.01% 2640
2023
Q4 		$1.72M Buy
73,152
+10,048
+16% +$227K ﹤0.01% 2553
2023
Q3 		$1.4M Buy
63,104
+15,506
+33% +$353K ﹤0.01% 2614
2023
Q2 		$1.09M Buy
47,598
+10,354
+28% +$239K ﹤0.01% 2769
2023
Q1 		$871K Buy
37,244
+3,303
+10% +$76.7K ﹤0.01% 2855
2022
Q4 		$777K Buy
33,941
+18,940
+126% +$426K ﹤0.01% 2850
2022
Q3 		$329K Buy
15,001
+4,132
+38% +$95.2K ﹤0.01% 3502
2022
Q2 		$249K Buy
+10,869
New +$251K ﹤0.01% 3778

Other funds holding BSMT

EC
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial's BSMT Position: Q1 2026 in Review

LPL Financial increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 10% in Q1 2026, buying an estimated $645K and bringing the position to 299,559 shares worth $6.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2348.

LPL Financial first reported a position in BSMT in Q2 2022 and has held it in 16 quarters since. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

  • LPL Financial held 299,559 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $6.9M as of Q1 2026.
  • LPL Financial bought 27,739 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2026, an estimated $645K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2348 holding.
  • LPL Financial first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.