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Plante Moran Financial Advisors’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Plante Moran Financial 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 		$50.4K Buy
+2,190
New +$50.5K ﹤0.01% 350

Other funds holding BSMT

Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Plante Moran Financial Advisors's BSMT Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q2 2026: 2,190 shares worth $50.4K. The stake represents ﹤0.01% of the portfolio and ranks #350 among its holdings.

125 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • Plante Moran Financial Advisors held 2,190 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $50.4K as of Q2 2026.
  • Invesco BulletShares 2029 Municipal Bond ETF was a new Plante Moran Financial Advisors position in Q2 2026.
  • Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #350 holding.
  • 125 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.