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 Q2	$248K	Buy	10,789 +932	+9%	+$21.5K	﹤0.01%	2109
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

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

Steward Partners Investment Advisory's BSMT Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 9.5% in Q2 2026, buying an estimated $21.5K and bringing the position to 10,789 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #2109.

Steward Partners Investment Advisory first reported a position in BSMT in Q1 2021 and has held it in 22 quarters since. The position peaked at $440K in Q2 2024. 124 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

Steward Partners Investment Advisory held 10,789 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $248K as of Q2 2026.
Steward Partners Investment Advisory bought 932 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $21.5K.
Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2109 holding.
Steward Partners Investment Advisory first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2021 and has held it in 22 quarters since.
Steward Partners Investment Advisory's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $440K in Q2 2024.
124 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.