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

Sequoia Financial 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 		$2.48M Sell
107,886
-52,357
-33% -$1.21M 0.01% 544
2026
Q1 		$3.69M Sell
160,243
-9,075
-5% -$211K 0.02% 394
2025
Q4 		$3.92M Buy
+169,318
New +$3.91M 0.02% 378

Other funds holding BSMT

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $171M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

Sequoia Financial Advisors's BSMT Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 33% in Q2 2026, selling an estimated $1.21M and leaving 107,886 shares worth $2.48M. The position accounts for 0.01% of the portfolio, ranked #544.

Sequoia Financial Advisors first reported a position in BSMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.92M in Q4 2025. 19 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • Sequoia Financial Advisors held 107,886 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $2.48M as of Q2 2026.
  • Sequoia Financial Advisors sold 52,357 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $1.21M.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #544 holding.
  • Sequoia Financial Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Sequoia Financial Advisors's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $3.92M in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.