MML Investors Services
BSMT icon

MML Investors Services’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

MML Investors Services’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 		$1.77M Buy
76,642
+12,516
+20% +$289K ﹤0.01% 1629
2026
Q1 		$1.48M Sell
64,126
-11,192
-15% -$260K ﹤0.01% 1503
2025
Q4 		$1.74M Buy
75,318
+11,150
+17% +$258K ﹤0.01% 1448
2025
Q3 		$1.48M Sell
64,168
-1,626
-2% -$37.3K ﹤0.01% 1480
2025
Q2 		$1.49M Buy
65,794
+13,971
+27% +$316K ﹤0.01% 1428
2025
Q1 		$1.18M Buy
51,823
+23,092
+80% +$531K ﹤0.01% 1474
2024
Q4 		$659K Buy
28,731
+15,650
+120% +$362K ﹤0.01% 1767
2024
Q3 		$304K Buy
13,081
+1,062
+9% +$24.6K ﹤0.01% 2173
2024
Q2 		$275K Buy
12,019
+374
+3% +$8.6K ﹤0.01% 2143
2024
Q1 		$271K Sell
11,645
-72
-0.6% -$1.68K ﹤0.01% 2175
2023
Q4 		$275K Buy
+11,717
New +$265K ﹤0.01% 2096

Other funds holding BSMT

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

MML Investors Services's BSMT Position: Q2 2026 in Review

MML Investors Services increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 20% in Q2 2026, buying an estimated $289K and bringing the position to 76,642 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1629.

MML Investors Services first reported a position in BSMT in Q4 2023 and has held it in 11 quarters since. 81 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • MML Investors Services held 76,642 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $1.77M as of Q2 2026.
  • MML Investors Services bought 12,516 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $289K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1629 holding.
  • MML Investors Services first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 81 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.