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 Q2	$7.47M	Buy	324,270 +24,711	+8%	+$570K	﹤0.01%	2423
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

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KCM

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial's BSMT Position: Q2 2026 in Review

LPL Financial increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 8.2% in Q2 2026, buying an estimated $570K and bringing the position to 324,270 shares worth $7.47M. The position accounts for ﹤0.01% of the portfolio, ranked #2423.

LPL Financial first reported a position in BSMT in Q2 2022 and has held it in 17 quarters since. 124 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

LPL Financial held 324,270 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $7.47M as of Q2 2026.
LPL Financial bought 24,711 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $570K.
Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2423 holding.
LPL Financial first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q2 2022 and has held it in 17 quarters since.
124 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.