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Silverlake Wealth Management’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Silverlake Wealth Management’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 		$474K Hold
20,599
– – 0.1% 219
2025
Q4 		$477K Buy
20,599
+1,882
+10% +$43.5K 0.11% 206
2025
Q3 		$432K Hold
18,717
– – 0.11% 201
2025
Q2 		$425K Hold
18,717
– – 0.12% 186
2025
Q1 		$426K Buy
18,717
+4,600
+33% +$106K 0.16% 151
2024
Q4 		$324K Buy
14,117
+862
+7% +$19.9K 0.12% 178
2024
Q3 		$308K Buy
13,255
+2,160
+19% +$50K 0.12% 199
2024
Q2 		$254K Hold
11,095
– – 0.1% 214
2024
Q1 		$258K Buy
+11,095
New +$259K 0.13% 192

Other funds holding BSMT

EC
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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

Silverlake Wealth Management's BSMT Position: Q1 2026 in Review

Silverlake Wealth Management held its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) position steady in Q1 2026 at 20,599 shares worth $474K. The position accounts for 0.1% of the portfolio, ranked #219.

Silverlake Wealth Management first reported a position in BSMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $477K in Q4 2025. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

  • Silverlake Wealth Management held 20,599 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $474K as of Q1 2026.
  • Silverlake Wealth Management left its Invesco BulletShares 2029 Municipal Bond ETF share count unchanged in Q1 2026.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.1% of Silverlake Wealth Management's portfolio in Q1 2026, its #219 holding.
  • Silverlake Wealth Management first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Silverlake Wealth Management's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $477K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.