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

River Street 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
2026
Q1 		$242K Hold
10,513
– – 0.08% 155
2025
Q4 		$243K Hold
10,513
– – 0.09% 137
2025
Q3 		$243K Buy
+10,513
New +$241K 0.09% 141

Other funds holding BSMT

EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

River Street Advisors's BSMT Position: Q1 2026 in Review

River Street Advisors held its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) position steady in Q1 2026 at 10,513 shares worth $242K. The position accounts for 0.08% of the portfolio, ranked #155.

River Street Advisors first reported a position in BSMT in Q3 2025 and has held it in 3 quarters since. The position peaked at $243K in Q4 2025. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

  • River Street Advisors held 10,513 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $242K as of Q1 2026.
  • River Street Advisors left its Invesco BulletShares 2029 Municipal Bond ETF share count unchanged in Q1 2026.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.08% of River Street Advisors's portfolio in Q1 2026, its #155 holding.
  • River Street Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • River Street Advisors's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $243K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on River Street Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.