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

Meridian 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 Q1	$621K	Hold	26,955	–	–	0.02%	460
2025 Q4	$624K	Buy	26,955 +800	+3%	+$18.5K	0.02%	451
2025 Q3	$604K	Hold	26,155	–	–	0.02%	431
2025 Q2	$594K	Buy	26,155 +4,416	+20%	+$99.7K	0.03%	408
2025 Q1	$494K	Buy	21,739 +5,400	+33%	+$124K	0.02%	411
2024 Q4	$375K	Hold	16,339	–	–	0.02%	478
2024 Q3	$380K	Buy	16,339 +4,518	+38%	+$105K	0.02%	473
2024 Q2	$271K	Buy	+11,821	New	+$272K	0.03%	248

Other funds holding BSMT

Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Meridian Wealth Management's BSMT Position: Q1 2026 in Review

Meridian Wealth Management held its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) position steady in Q1 2026 at 26,955 shares worth $621K. The position accounts for 0.02% of the portfolio, ranked #460.

Meridian Wealth Management first reported a position in BSMT in Q2 2024 and has held it in 8 quarters since. The position peaked at $624K in Q4 2025. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

Meridian Wealth Management held 26,955 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $621K as of Q1 2026.
Meridian Wealth Management left its Invesco BulletShares 2029 Municipal Bond ETF share count unchanged in Q1 2026.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #460 holding.
Meridian Wealth Management first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q2 2024 and has held it in 8 quarters since.
Meridian Wealth Management's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $624K in Q4 2025.
115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.