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Summit Trail Advisors’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Summit Trail Advisors’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
-21,040
Closed -$487K – 1448
2025
Q4 		$487K Buy
+21,040
New +$486K 0.01% 1083

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

Summit Trail Advisors's BSMT Position: Q1 2026 in Review

Summit Trail Advisors sold out of Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q1 2026, closing a stake of 21,040 shares — an estimated $487K sold.

Summit Trail Advisors first reported a position in BSMT in Q4 2025 and held it in 1 quarter. The position peaked at $487K in Q4 2025. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

  • Summit Trail Advisors reported no remaining Invesco BulletShares 2029 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Trail Advisors sold 21,040 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2026, an estimated $487K.
  • Summit Trail Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2025 and held it in 1 quarter.
  • Summit Trail Advisors's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $487K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.