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

Sanctuary 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
Q2 		$918K Buy
39,841
+707
+2% +$16.3K ﹤0.01% 1510
2026
Q1 		$901K Buy
39,134
+2,265
+6% +$52.7K ﹤0.01% 1398
2025
Q4 		$854K Buy
36,869
+2,768
+8% +$64K ﹤0.01% 1412
2025
Q3 		$788K Buy
34,101
+20,257
+146% +$464K ﹤0.01% 1431
2025
Q2 		$314K Buy
13,844
+3,170
+30% +$71.6K ﹤0.01% 1887
2025
Q1 		$243K Buy
10,674
+38
+0.4% +$873 ﹤0.01% 1923
2024
Q4 		$244K Buy
+10,636
New +$246K ﹤0.01% 2129

Other funds holding BSMT

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sanctuary Advisors's BSMT Position: Q2 2026 in Review

Sanctuary Advisors increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 1.8% in Q2 2026, buying an estimated $16.3K and bringing the position to 39,841 shares worth $918K. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Sanctuary Advisors first reported a position in BSMT in Q4 2024 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • Sanctuary Advisors held 39,841 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $918K as of Q2 2026.
  • Sanctuary Advisors bought 707 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $16.3K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1510 holding.
  • Sanctuary Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 123 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.