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 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

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

Paulson Wealth Management's BSMT Position: Q1 2026 in Review

Paulson Wealth Management increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 49% in Q1 2026, buying an estimated $442K and bringing the position to 57,536 shares worth $1.32M. The position accounts for 0.31% of the portfolio, ranked #34.

Paulson Wealth Management 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.

Paulson Wealth Management held 57,536 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $1.32M as of Q1 2026.
Paulson Wealth Management bought 19,013 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2026, an estimated $442K.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.31% of Paulson Wealth Management's portfolio in Q1 2026, its #34 holding.
Paulson Wealth Management 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 Paulson Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.