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

Sentinel Pension 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	$661K	Buy	28,720 +17	+0.1%	+$395	0.1%	70
2025 Q4	$664K	Buy	28,703 +17	+0.1%	+$393	0.1%	72
2025 Q3	$663K	Buy	28,686 +18	+0.1%	+$413	0.11%	67
2025 Q2	$651K	Sell	28,668 -841	-3%	-$19K	0.11%	65
2025 Q1	$671K	Buy	29,509 +3,494	+13%	+$80.3K	0.12%	61
2024 Q4	$597K	Buy	26,015 +6,459	+33%	+$149K	0.11%	66
2024 Q3	$455K	Buy	19,556 +5,178	+36%	+$120K	0.09%	80
2024 Q2	$329K	Buy	14,378 +5,208	+57%	+$120K	0.07%	89
2024 Q1	$213K	Buy	+9,170	New	+$214K	0.05%	102

Other funds holding BSMT

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 San Francisco, California $530B AUM 22.01% 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

KCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sentinel Pension Advisors's BSMT Position: Q1 2026 in Review

Sentinel Pension Advisors increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 0.06% in Q1 2026, buying an estimated $395 and bringing the position to 28,720 shares worth $661K. The position accounts for 0.1% of the portfolio, ranked #70.

Sentinel Pension Advisors first reported a position in BSMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $671K in Q1 2025. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

Sentinel Pension Advisors held 28,720 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $661K as of Q1 2026.
Sentinel Pension Advisors bought 17 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2026, an estimated $395.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.1% of Sentinel Pension Advisors's portfolio in Q1 2026, its #70 holding.
Sentinel Pension Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2024 and has held it in 9 quarters since.
Sentinel Pension Advisors's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $671K in Q1 2025.
115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on Sentinel Pension Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.