Rise Advisors’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Rise Advisors’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	-213	Closed	-$4.92K	–	294
2025 Q3	$4.92K	Hold	213	–	–	﹤0.01%	1146
2025 Q2	$4.84K	Hold	213	–	–	﹤0.01%	1159
2025 Q1	$4.84K	Hold	213	–	–	﹤0.01%	1155
2024 Q4	$4.89K	Hold	213	–	–	﹤0.01%	1050
2024 Q3	$4.96K	Hold	213	–	–	﹤0.01%	1082
2024 Q2	$4.88K	Sell	213 -3	-1%	-$69	﹤0.01%	1080
2024 Q1	$5.02K	Hold	216	–	–	﹤0.01%	1089
2023 Q4	$5.08K	Hold	216	–	–	﹤0.01%	378
2023 Q3	$4.78K	Hold	216	–	–	﹤0.01%	382
2023 Q2	$4.96K	Buy	+216	New	+$4.99K	﹤0.01%	419

Other funds holding BSMT

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Rise Advisors's BSMT Position: Q4 2025 in Review

Rise Advisors sold out of Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q4 2025, closing a stake of 213 shares — an estimated $4.92K sold.

Rise Advisors first reported a position in BSMT in Q2 2023 and held it in 10 quarters. The position peaked at $5.08K in Q4 2023. 108 funds tracked by Wall St. Rank hold BSMT as of Q4 2025.

Rise Advisors reported no remaining Invesco BulletShares 2029 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 213 Invesco BulletShares 2029 Municipal Bond ETF shares in Q4 2025, an estimated $4.92K.
Rise Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q2 2023 and held it in 10 quarters.
Rise Advisors's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $5.08K in Q4 2023.
108 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.