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

SignatureFD’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	$1.79M	Hold	77,860	–	–	0.02%	285
2026 Q1	$1.79M	Hold	77,860	–	–	0.03%	260
2025 Q4	$1.8M	Hold	77,860	–	–	0.03%	235
2025 Q3	$1.8M	Buy	77,860 +40,598	+109%	+$930K	0.03%	239
2025 Q2	$846K	Buy	37,262 +15,887	+74%	+$359K	0.01%	393
2025 Q1	$486K	Buy	+21,375	New	+$491K	0.01%	540

Other funds holding BSMT

AWM

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

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

CVA

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

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SignatureFD's BSMT Position: Q2 2026 in Review

SignatureFD held its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) position steady in Q2 2026 at 77,860 shares worth $1.79M. The position accounts for 0.02% of the portfolio, ranked #285.

SignatureFD first reported a position in BSMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.8M in Q4 2025. 41 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

SignatureFD held 77,860 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $1.79M as of Q2 2026.
SignatureFD left its Invesco BulletShares 2029 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.02% of SignatureFD's portfolio in Q2 2026, its #285 holding.
SignatureFD first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
SignatureFD's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $1.8M in Q4 2025.
41 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.