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 Q3	$4.57M	Buy	205,299 +26,320	+15%	+$601K	0.7%	44
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

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Precedent Wealth Partners's BSMT Position: Q3 2026 in Review

Precedent Wealth Partners increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 15% in Q3 2026, buying an estimated $601K and bringing the position to 205,299 shares worth $4.57M. The position accounts for 0.7% of the portfolio, ranked #44.

Precedent Wealth Partners first reported a position in BSMT in Q4 2023 and has held it in 12 quarters since. 42 funds tracked by Wall St. Rank hold BSMT as of Q3 2026.

Precedent Wealth Partners held 205,299 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $4.57M as of Q3 2026.
Precedent Wealth Partners bought 26,320 Invesco BulletShares 2029 Municipal Bond ETF shares in Q3 2026, an estimated $601K.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.7% of Precedent Wealth Partners's portfolio in Q3 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 12 quarters since.
42 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.