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 Q2	$324K	Sell	14,048 -6,551	-32%	-$151K	0.06%	285
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

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Silverlake Wealth Management's BSMT Position: Q2 2026 in Review

Silverlake Wealth Management reduced its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 32% in Q2 2026, selling an estimated $151K and leaving 14,048 shares worth $324K. The position accounts for 0.06% of the portfolio, ranked #285.

Silverlake Wealth Management first reported a position in BSMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $477K in Q4 2025. 124 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

Silverlake Wealth Management held 14,048 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $324K as of Q2 2026.
Silverlake Wealth Management sold 6,551 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $151K.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.06% of Silverlake Wealth Management's portfolio in Q2 2026, its #285 holding.
Silverlake Wealth Management first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
Silverlake Wealth Management's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $477K in Q4 2025.
124 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.