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 Q2	$621K	Hold	26,955	–	–	0.02%	487
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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Meridian Wealth Management held its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) position steady in Q2 2026 at 26,955 shares worth $621K. The position accounts for 0.02% of the portfolio, ranked #487.

Meridian Wealth Management first reported a position in BSMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $624K in Q4 2025. 124 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

Meridian Wealth Management held 26,955 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $621K as of Q2 2026.
Meridian Wealth Management left its Invesco BulletShares 2029 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #487 holding.
Meridian Wealth Management first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
Meridian Wealth Management's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $624K in Q4 2025.
124 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.