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 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

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

NewEdge Advisors's BSMT Position: Q1 2026 in Review

NewEdge Advisors increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 17% in Q1 2026, buying an estimated $662K and bringing the position to 199,494 shares worth $4.59M. The position accounts for 0.02% of the portfolio, ranked #730.

NewEdge Advisors first reported a position in BSMT in Q4 2024 and has held it in 6 quarters since. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

NewEdge Advisors held 199,494 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $4.59M as of Q1 2026.
NewEdge Advisors bought 28,476 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2026, an estimated $662K.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #730 holding.
NewEdge Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.