MWM
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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

KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HighTower Advisors
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
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
Commonwealth Equity Services
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
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

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. 71 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.
  • 71 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.