Savant Capital’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Savant Capital’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 Q1	–	Sell	-10,905	Closed	-$250K	–	1133
2024 Q4	$250K	Sell	10,905 -4,584	-30%	-$106K	﹤0.01%	1202
2024 Q3	$360K	Hold	15,489	–	–	﹤0.01%	1015
2024 Q2	$355K	Hold	15,489	–	–	﹤0.01%	918
2024 Q1	$360K	Hold	15,489	–	–	﹤0.01%	839
2023 Q4	$364K	Hold	15,489	–	–	﹤0.01%	647
2023 Q3	$343K	Hold	15,489	–	–	0.01%	619
2023 Q2	$356K	Hold	15,489	–	–	0.01%	602
2023 Q1	$362K	Buy	+15,489	New	+$360K	0.01%	547

Other funds holding BSMT

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

HBT

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Savant Capital's BSMT Position: Q1 2025 in Review

Savant Capital sold out of Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q1 2025, closing a stake of 10,905 shares — an estimated $250K sold.

Savant Capital first reported a position in BSMT in Q1 2023 and held it in 8 quarters. The position peaked at $364K in Q4 2023. 89 funds tracked by Wall St. Rank hold BSMT as of Q1 2025.

Savant Capital reported no remaining Invesco BulletShares 2029 Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Savant Capital sold 10,905 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2025, an estimated $250K.
Savant Capital first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2023 and held it in 8 quarters.
Savant Capital's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $364K in Q4 2023.
89 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.