Sterling Financial Group’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Sterling Financial Group’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
2025 Q3	$4.78M	Buy	206,991 +114,491	+124%	+$2.62M	1.52%	11
2025 Q2	$2.1M	Sell	92,500 -501	-0.5%	-$11.3K	0.71%	22
2025 Q1	$2.11M	Buy	93,001 +2,037	+2%	+$46.8K	0.76%	20
2024 Q4	$2.09M	Sell	90,964 -4,027	-4%	-$93.1K	0.78%	18
2024 Q3	$2.21M	Buy	94,991 +5,186	+6%	+$120K	0.94%	14
2024 Q2	$2.06M	Buy	89,805 +3,171	+4%	+$72.9K	0.93%	14
2024 Q1	$2.01M	Buy	86,634 +58,551	+208%	+$1.37M	0.96%	14
2023 Q4	$660K	Hold	28,083	–	–	0.39%	31
2023 Q3	$621K	Buy	28,083 +4,470	+19%	+$102K	0.39%	30
2023 Q2	$543K	Buy	23,613 +10,713	+83%	+$248K	0.36%	32
2023 Q1	$295K	Hold	12,900	–	–	0.23%	40
2022 Q4	$295K	Buy	+12,900	New	+$290K	0.23%	40

Other funds holding BSMT

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CVA

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

AWM

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

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Sterling Financial Group's BSMT Position: Q3 2025 in Review

Sterling Financial Group increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 124% in Q3 2025, buying an estimated $2.62M and bringing the position to 206,991 shares worth $4.78M. The position accounts for 1.52% of the portfolio, ranked #11.

Sterling Financial Group first reported a position in BSMT in Q4 2022 and has held it in 12 quarters since. 101 funds tracked by Wall St. Rank hold BSMT as of Q3 2025.

Sterling Financial Group held 206,991 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $4.78M as of Q3 2025.
Sterling Financial Group bought 114,491 Invesco BulletShares 2029 Municipal Bond ETF shares in Q3 2025, an estimated $2.62M.
Invesco BulletShares 2029 Municipal Bond ETF made up 1.52% of Sterling Financial Group's portfolio in Q3 2025, its #11 holding.
Sterling Financial Group first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2022 and has held it in 12 quarters since.
101 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.