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 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

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

MONECO Advisors's BSMT Position: Q1 2026 in Review

MONECO Advisors increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 15% in Q1 2026, buying an estimated $463K and bringing the position to 153,210 shares worth $3.53M. The position accounts for 0.27% of the portfolio, ranked #81.

MONECO Advisors first reported a position in BSMT in Q2 2024 and has held it in 8 quarters since. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

MONECO Advisors held 153,210 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $3.53M as of Q1 2026.
MONECO Advisors bought 19,899 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2026, an estimated $463K.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.27% of MONECO Advisors's portfolio in Q1 2026, its #81 holding.
MONECO Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q2 2024 and has held it in 8 quarters since.
115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.