MassMutual Private Wealth & Trust’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

MassMutual Private Wealth & 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 Q2	$6.79K	Hold	295	–	–	﹤0.01%	1567
2026 Q1	$6.79K	Hold	295	–	–	﹤0.01%	1537
2025 Q4	$6.83K	Hold	295	–	–	﹤0.01%	1551
2025 Q3	$6.82K	Hold	295	–	–	﹤0.01%	1556
2025 Q2	$6.7K	Hold	295	–	–	﹤0.01%	1516
2025 Q1	$6.71K	Hold	295	–	–	﹤0.01%	1462
2024 Q4	$6.77K	Hold	295	–	–	﹤0.01%	1415
2024 Q3	$6.87K	Hold	295	–	–	﹤0.01%	1260
2024 Q2	$6.76K	Hold	295	–	–	﹤0.01%	1217
2024 Q1	$6.86K	Hold	295	–	–	﹤0.01%	1158
2023 Q4	$6.93K	Hold	295	–	–	﹤0.01%	1141
2023 Q3	$6.53K	Hold	295	–	–	﹤0.01%	1155
2023 Q2	$6.78K	Sell	295 -40,841	-99%	-$944K	﹤0.01%	1098
2023 Q1	$962K	Buy	41,136 +20,083	+95%	+$466K	0.04%	222
2022 Q4	$482K	Sell	21,053 -544	-3%	-$12.2K	0.02%	277
2022 Q3	$474K	Buy	+21,597	New	+$498K	0.02%	268

Other funds holding BSMT

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 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 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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MassMutual Private Wealth & Trust's BSMT Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) position steady in Q2 2026 at 295 shares worth $6.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

MassMutual Private Wealth & Trust first reported a position in BSMT in Q3 2022 and has held it in 16 quarters since. The position peaked at $962K in Q1 2023. 58 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

MassMutual Private Wealth & Trust held 295 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $6.79K as of Q2 2026.
MassMutual Private Wealth & Trust left its Invesco BulletShares 2029 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1567 holding.
MassMutual Private Wealth & Trust first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2022 and has held it in 16 quarters since.
MassMutual Private Wealth & Trust's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $962K in Q1 2023.
58 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.