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

StoneX 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
2026
Q1 		– Sell
-18,692
Closed -$433K – 951
2025
Q4 		$433K Sell
18,692
-27
-0.1% -$624 0.02% 575
2025
Q3 		$432K Sell
18,719
-3,979
-18% -$91.2K 0.02% 583
2025
Q2 		$515K Sell
22,698
-5,813
-20% -$131K 0.03% 495
2025
Q1 		$648K Buy
28,511
+1,062
+4% +$24.4K 0.04% 400
2024
Q4 		$630K Buy
+27,449
New +$635K 0.03% 406

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

StoneX Group's BSMT Position: Q1 2026 in Review

StoneX Group sold out of Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q1 2026, closing a stake of 18,692 shares — an estimated $433K sold.

StoneX Group first reported a position in BSMT in Q4 2024 and held it in 5 quarters. The position peaked at $648K in Q1 2025. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

  • StoneX Group reported no remaining Invesco BulletShares 2029 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • StoneX Group sold 18,692 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2026, an estimated $433K.
  • StoneX Group first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2024 and held it in 5 quarters.
  • StoneX Group's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $648K in Q1 2025.
  • 115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.