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Principal Securities’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-2,909
Closed -$67.2K – 1628
2025
Q3 		$67.2K Sell
2,909
-151
-5% -$3.46K ﹤0.01% 1807
2025
Q2 		$69.5K Sell
3,060
-1,058
-26% -$23.9K ﹤0.01% 1721
2025
Q1 		$94.5K Hold
4,118
– – ﹤0.01% 1464
2024
Q4 		$94.5K Buy
+4,118
New +$95.2K ﹤0.01% 1462

Other funds holding BSMT

HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Principal Securities's BSMT Position: Q4 2025 in Review

Principal Securities sold out of Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q4 2025, closing a stake of 2,909 shares — an estimated $67.2K sold.

Principal Securities first reported a position in BSMT in Q4 2024 and held it in 4 quarters. The position peaked at $94.5K in Q1 2025. 108 funds tracked by Wall St. Rank hold BSMT as of Q4 2025.

  • Principal Securities reported no remaining Invesco BulletShares 2029 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,909 Invesco BulletShares 2029 Municipal Bond ETF shares in Q4 2025, an estimated $67.2K.
  • Principal Securities first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2024 and held it in 4 quarters.
  • Principal Securities's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $94.5K in Q1 2025.
  • 108 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.