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 Q3	$1.73M	Hold	77,860	–	–	0.02%	304
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

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

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

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

SignatureFD's BSMT Position: Q3 2026 in Review

SignatureFD held its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) position steady in Q3 2026 at 77,860 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #304.

SignatureFD first reported a position in BSMT in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.8M in Q4 2025. 74 funds tracked by Wall St. Rank hold BSMT as of Q3 2026.

SignatureFD held 77,860 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $1.73M as of Q3 2026.
SignatureFD left its Invesco BulletShares 2029 Municipal Bond ETF share count unchanged in Q3 2026.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.02% of SignatureFD's portfolio in Q3 2026, its #304 holding.
SignatureFD first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2025 and has held it in 7 quarters since.
SignatureFD's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $1.8M in Q4 2025.
74 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.