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

Stifel Financial’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 		$556K Sell
2025
Q2 		$586K Buy
2025
Q1 		$401K Buy
2023
Q1 		– Sell
2022
Q4 		$2.28M Buy
2022
Q3 		– Sell
2022
Q2 		$841K Buy