MONECO Advisors’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

MONECO Advisors’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	$3.43M	Sell	154,276 -3,831	-2%	-$87.5K	0.2%	112
2026 Q2	$3.64M	Buy	158,107 +4,897	+3%	+$113K	0.22%	100
2026 Q1	$3.53M	Buy	153,210 +19,899	+15%	+$463K	0.27%	81
2025 Q4	$3.09M	Buy	133,311 +4,501	+3%	+$104K	0.25%	85
2025 Q3	$2.98M	Buy	128,810 +9,159	+8%	+$210K	0.25%	89
2025 Q2	$2.72M	Buy	119,651 +32,886	+38%	+$743K	0.25%	95
2025 Q1	$1.97M	Buy	86,765 +30,877	+55%	+$709K	0.2%	111
2024 Q4	$1.28M	Buy	55,888 +14,770	+36%	+$341K	0.14%	153
2024 Q3	$957K	Buy	41,118 +13,579	+49%	+$315K	0.12%	163
2024 Q2	$631K	Buy	+27,539	New	+$633K	0.09%	205

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

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

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

MONECO Advisors's BSMT Position: Q3 2026 in Review

MONECO Advisors reduced its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 2.4% in Q3 2026, selling an estimated $87.5K and leaving 154,276 shares worth $3.43M. The position accounts for 0.2% of the portfolio, ranked #112.

MONECO Advisors first reported a position in BSMT in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.64M in Q2 2026. 74 funds tracked by Wall St. Rank hold BSMT as of Q3 2026.

MONECO Advisors held 154,276 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $3.43M as of Q3 2026.
MONECO Advisors sold 3,831 Invesco BulletShares 2029 Municipal Bond ETF shares in Q3 2026, an estimated $87.5K.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.2% of MONECO Advisors's portfolio in Q3 2026, its #112 holding.
MONECO Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q2 2024 and has held it in 10 quarters since.
MONECO Advisors's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $3.64M in Q2 2026.
74 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.