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ORG Partners’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

ORG Partners’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
2025
Q4 		$141K Hold
6,100
– – 0.02% 389
2025
Q3 		$141K Buy
+6,100
New +$140K 0.03% 398

Other funds holding BSMT

HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

ORG Partners's BSMT Position: Q4 2025 in Review

ORG Partners held its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) position steady in Q4 2025 at 6,100 shares worth $141K. The position accounts for 0.02% of the portfolio, ranked #389.

ORG Partners first reported a position in BSMT in Q3 2025 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold BSMT as of Q4 2025.

  • ORG Partners held 6,100 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $141K as of Q4 2025.
  • ORG Partners left its Invesco BulletShares 2029 Municipal Bond ETF share count unchanged in Q4 2025.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.02% of ORG Partners's portfolio in Q4 2025, its #389 holding.
  • ORG Partners first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 108 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.