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

Members Wealth’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 Q3	$231K	Buy	+10,388	New	+$237K	0.12%	116

Other funds holding BSMT

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Members Wealth's BSMT Position: Q3 2026 in Review

Members Wealth opened a new position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q3 2026: 10,388 shares worth $231K. The stake represents 0.12% of the portfolio and ranks #116 among its holdings.

74 funds tracked by Wall St. Rank hold BSMT as of Q3 2026.

Members Wealth held 10,388 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $231K as of Q3 2026.
Invesco BulletShares 2029 Municipal Bond ETF was a new Members Wealth position in Q3 2026.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.12% of Members Wealth's portfolio in Q3 2026, its #116 holding.
74 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.