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
2026 Q1	$723K	Buy	31,385 +9,783	+45%	+$227K	﹤0.01%	2647
2025 Q4	$500K	Sell	21,602 -2,467	-10%	-$57K	﹤0.01%	2857
2025 Q3	$556K	Sell	24,069 -1,722	-7%	-$39.5K	﹤0.01%	2747
2025 Q2	$586K	Buy	25,791 +8,164	+46%	+$184K	﹤0.01%	2684
2025 Q1	$401K	Buy	+17,627	New	+$405K	﹤0.01%	2830
2023 Q1	–	Sell	-99,524	Closed	-$2.28M	–	3335
2022 Q4	$2.28M	Buy	+99,524	New	+$2.24M	﹤0.01%	1431
2022 Q3	–	Sell	-36,676	Closed	-$841K	–	3289
2022 Q2	$841K	Buy	+36,676	New	+$847K	﹤0.01%	2126

Other funds holding BSMT

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

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

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

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

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

Stifel Financial's BSMT Position: Q1 2026 in Review

Stifel Financial increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 45% in Q1 2026, buying an estimated $227K and bringing the position to 31,385 shares worth $723K. The position accounts for ﹤0.01% of the portfolio, ranked #2647.

Stifel Financial first reported a position in BSMT in Q2 2022 and has held it in 7 quarters since. The position peaked at $2.28M in Q4 2022. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

Stifel Financial held 31,385 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $723K as of Q1 2026.
Stifel Financial bought 9,783 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2026, an estimated $227K.
Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2647 holding.
Stifel Financial first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q2 2022 and has held it in 7 quarters since.
Stifel Financial's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $2.28M in Q4 2022.
115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.