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

NewEdge 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 Q2	$4.98M	Buy	216,442 +16,948	+8%	+$391K	0.01%	783
2026 Q1	$4.59M	Buy	199,494 +28,476	+17%	+$662K	0.02%	730
2025 Q4	$3.96M	Buy	171,018 +14,730	+9%	+$340K	0.01%	760
2025 Q3	$3.61M	Buy	156,288 +8,003	+5%	+$183K	0.02%	752
2025 Q2	$3.37M	Buy	148,285 +10,728	+8%	+$242K	0.02%	722
2025 Q1	$3.13M	Buy	137,557 +89,215	+185%	+$2.05M	0.02%	668
2024 Q4	$1.11M	Buy	+48,342	New	+$1.12M	0.01%	1103

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

NewEdge Advisors's BSMT Position: Q2 2026 in Review

NewEdge Advisors increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 8.5% in Q2 2026, buying an estimated $391K and bringing the position to 216,442 shares worth $4.98M. The position accounts for 0.01% of the portfolio, ranked #783.

NewEdge Advisors first reported a position in BSMT in Q4 2024 and has held it in 7 quarters since. 124 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

NewEdge Advisors held 216,442 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $4.98M as of Q2 2026.
NewEdge Advisors bought 16,948 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $391K.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #783 holding.
NewEdge Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
124 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.