Sensible Money’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Sensible Money’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 Q3	$216K	Buy	+9,692	New	+$221K	0.06%	98

Other funds holding BSMT

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Sensible Money's BSMT Position: Q3 2026 in Review

Sensible Money opened a new position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q3 2026: 9,692 shares worth $216K. The stake represents 0.06% of the portfolio and ranks #98 among its holdings.

117 funds tracked by Wall St. Rank hold BSMT as of Q3 2026.

Sensible Money held 9,692 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $216K as of Q3 2026.
Invesco BulletShares 2029 Municipal Bond ETF was a new Sensible Money position in Q3 2026.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.06% of Sensible Money's portfolio in Q3 2026, its #98 holding.
117 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.