Marietta Wealth Management’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Marietta Wealth 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	$713K	Hold	30,959	–	–	0.07%	103
2026 Q1	$713K	Hold	30,959	–	–	0.08%	99
2025 Q4	$717K	Hold	30,959	–	–	0.08%	97
2025 Q3	$715K	Buy	30,959 +8,874	+40%	+$203K	0.09%	96
2025 Q2	$502K	Buy	+22,085	New	+$499K	0.07%	98

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Marietta Wealth Management's BSMT Position: Q2 2026 in Review

Marietta Wealth Management held its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) position steady in Q2 2026 at 30,959 shares worth $713K. The position accounts for 0.07% of the portfolio, ranked #103.

Marietta Wealth Management first reported a position in BSMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $717K in Q4 2025. 125 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

Marietta Wealth Management held 30,959 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $713K as of Q2 2026.
Marietta Wealth Management left its Invesco BulletShares 2029 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.07% of Marietta Wealth Management's portfolio in Q2 2026, its #103 holding.
Marietta Wealth Management first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
Marietta Wealth Management's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $717K in Q4 2025.
125 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.