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

Precedent Wealth 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
2026 Q2	$4.12M	Buy	178,979 +12,680	+8%	+$293K	0.69%	44
2026 Q1	$3.83M	Buy	166,299 +12,852	+8%	+$299K	0.77%	33
2025 Q4	$3.55M	Buy	153,447 +13,952	+10%	+$322K	0.75%	36
2025 Q3	$3.22M	Buy	139,495 +21,019	+18%	+$482K	0.71%	41
2025 Q2	$2.69M	Buy	118,476 +9,121	+8%	+$206K	0.66%	46
2025 Q1	$2.49M	Buy	109,355 +36,421	+50%	+$837K	0.69%	43
2024 Q4	$1.67M	Buy	72,934 +2,714	+4%	+$62.7K	0.55%	45
2024 Q3	$1.63M	Buy	70,220 +11,643	+20%	+$270K	0.54%	44
2024 Q2	$1.34M	Buy	58,577 +8,446	+17%	+$194K	0.54%	46
2024 Q1	$1.17M	Buy	50,131 +11,080	+28%	+$259K	0.5%	43
2023 Q4	$918K	Buy	+39,051	New	+$883K	0.47%	51

Other funds holding BSMT

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Precedent Wealth Partners's BSMT Position: Q2 2026 in Review

Precedent Wealth Partners increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 7.6% in Q2 2026, buying an estimated $293K and bringing the position to 178,979 shares worth $4.12M. The position accounts for 0.69% of the portfolio, ranked #44.

Precedent Wealth Partners first reported a position in BSMT in Q4 2023 and has held it in 11 quarters since. 70 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

Precedent Wealth Partners held 178,979 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $4.12M as of Q2 2026.
Precedent Wealth Partners bought 12,680 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $293K.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.69% of Precedent Wealth Partners's portfolio in Q2 2026, its #44 holding.
Precedent Wealth Partners first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
70 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.