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Private Advisor Group’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Private Advisor Group’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 		$366K Buy
15,874
+6,674
+73% +$154K ﹤0.01% 1996
2026
Q1 		$212K Buy
+9,200
New +$214K ﹤0.01% 2426
2024
Q3 		– Sell
-15,587
Closed -$357K – 2437
2024
Q2 		$357K Hold
15,587
– – ﹤0.01% 1765
2024
Q1 		$362K Hold
15,587
– – ﹤0.01% 1724
2023
Q4 		$366K Buy
+15,587
New +$352K ﹤0.01% 1659

Other funds holding BSMT

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Private Advisor Group's BSMT Position: Q2 2026 in Review

Private Advisor Group increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 73% in Q2 2026, buying an estimated $154K and bringing the position to 15,874 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

Private Advisor Group first reported a position in BSMT in Q4 2023 and has held it in 5 quarters since. The position peaked at $366K in Q4 2023. 41 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • Private Advisor Group held 15,874 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $366K as of Q2 2026.
  • Private Advisor Group bought 6,674 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $154K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1996 holding.
  • Private Advisor Group first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Private Advisor Group's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $366K in Q4 2023.
  • 41 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.