Paulson Wealth Management’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Paulson Wealth Management’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	$1.31M	Sell	56,803 -733	-1%	-$16.9K	0.28%	43
2026 Q1	$1.32M	Buy	57,536 +19,013	+49%	+$442K	0.31%	34
2025 Q4	$892K	Buy	38,523 +8,286	+27%	+$191K	0.21%	56
2025 Q3	$698K	Buy	30,237 +12,589	+71%	+$289K	0.17%	64
2025 Q2	$401K	Sell	17,648 -951	-5%	-$21.5K	0.1%	96
2025 Q1	$423K	Buy	18,599 +7,164	+63%	+$165K	0.12%	82
2024 Q4	$262K	Buy	+11,435	New	+$264K	0.07%	124

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Paulson Wealth Management's BSMT Position: Q2 2026 in Review

Paulson Wealth Management reduced its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 1.3% in Q2 2026, selling an estimated $16.9K and leaving 56,803 shares worth $1.31M. The position accounts for 0.28% of the portfolio, ranked #43.

Paulson Wealth Management first reported a position in BSMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.32M in Q1 2026. 124 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

Paulson Wealth Management held 56,803 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $1.31M as of Q2 2026.
Paulson Wealth Management sold 733 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $16.9K.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.28% of Paulson Wealth Management's portfolio in Q2 2026, its #43 holding.
Paulson Wealth Management first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
Paulson Wealth Management's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $1.32M in Q1 2026.
124 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.