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Steward Partners Investment Advisory’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Steward Partners Investment Advisory’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 		$227K Buy
9,857
+6,495
+193% +$151K ﹤0.01% 1950
2025
Q4 		$77.8K Buy
3,362
+2,931
+680% +$67.7K ﹤0.01% 2437
2025
Q3 		$9.96K Hold
431
– – ﹤0.01% 3409
2025
Q2 		$9.79K Sell
431
-5,593
-93% -$126K ﹤0.01% 3221
2025
Q1 		$137K Sell
6,024
-9,355
-61% -$215K ﹤0.01% 1837
2024
Q4 		$353K Buy
15,379
+431
+3% +$9.96K ﹤0.01% 1319
2024
Q3 		$348K Sell
14,948
-4,233
-22% -$98.1K ﹤0.01% 1272
2024
Q2 		$440K Buy
19,181
+12,502
+187% +$287K ﹤0.01% 1114
2024
Q1 		$155K Buy
6,679
+5,979
+854% +$140K ﹤0.01% 1550
2023
Q4 		$16.4K Hold
700
– – ﹤0.01% 2491
2023
Q3 		$15.5K Hold
700
– – ﹤0.01% 2428
2023
Q2 		$16.1K Hold
700
– – ﹤0.01% 2392
2023
Q1 		$16.4K Hold
700
– – ﹤0.01% 2337
2022
Q4 		$16K Hold
700
– – ﹤0.01% 2347
2022
Q3 		$15K Hold
700
– – ﹤0.01% 2336
2022
Q2 		$16K Hold
700
– – ﹤0.01% 2312
2022
Q1 		$17K Hold
700
– – ﹤0.01% 2438
2021
Q4 		$18K Hold
700
– – ﹤0.01% 2360
2021
Q3 		$18K Sell
700
-372
-35% -$9.78K ﹤0.01% 2365
2021
Q2 		$28K Hold
1,072
– – ﹤0.01% 4376
2021
Q1 		$27.5K Buy
+1,072
New +$27.8K ﹤0.01% 2313

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

Steward Partners Investment Advisory's BSMT Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 193% in Q1 2026, buying an estimated $151K and bringing the position to 9,857 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

Steward Partners Investment Advisory first reported a position in BSMT in Q1 2021 and has held it in 21 quarters since. The position peaked at $440K in Q2 2024. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

  • Steward Partners Investment Advisory held 9,857 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $227K as of Q1 2026.
  • Steward Partners Investment Advisory bought 6,495 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2026, an estimated $151K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1950 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Steward Partners Investment Advisory's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $440K in Q2 2024.
  • 115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.