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Prospera Financial Services’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Prospera Financial Services’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 		$253K Sell
10,965
-60
-0.5% -$1.39K ﹤0.01% 1310
2026
Q1 		$254K Buy
11,025
+1,393
+14% +$32.4K ﹤0.01% 1272
2025
Q4 		$223K Hold
9,632
– – ﹤0.01% 1253
2025
Q3 		$222K Hold
9,632
– – ﹤0.01% 1264
2025
Q2 		$219K Hold
9,632
– – ﹤0.01% 1229
2025
Q1 		$219K Buy
+9,632
New +$221K 0.01% 1099

Other funds holding BSMT

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $171M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Prospera Financial Services's BSMT Position: Q2 2026 in Review

Prospera Financial Services reduced its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 0.54% in Q2 2026, selling an estimated $1.39K and leaving 10,965 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

Prospera Financial Services first reported a position in BSMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $254K in Q1 2026. 19 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • Prospera Financial Services held 10,965 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $253K as of Q2 2026.
  • Prospera Financial Services sold 60 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $1.39K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1310 holding.
  • Prospera Financial Services first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Prospera Financial Services's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $254K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.