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

TLWM 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
Q3 		$559K Buy
25,100
+2,938
+13% +$67.1K 0.09% 58
2026
Q2 		$510K Hold
22,162
– – 0.08% 58
2026
Q1 		$510K Sell
22,162
-1,180
-5% -$27.4K 0.09% 59
2025
Q4 		$540K Buy
23,342
+316
+1% +$7.3K 0.1% 56
2025
Q3 		$532K Sell
23,026
-195
-0.8% -$4.47K 0.1% 57
2025
Q2 		$527K Hold
23,221
– – 0.1% 59
2025
Q1 		$528K Buy
23,221
+127
+0.5% +$2.92K 0.11% 63
2024
Q4 		$530K Buy
23,094
+11,966
+108% +$277K 0.1% 60
2024
Q3 		$259K Sell
11,128
-221
-2% -$5.12K 0.05% 69
2024
Q2 		$260K Hold
11,349
– – 0.06% 72
2024
Q1 		$264K Buy
11,349
+627
+6% +$14.6K 0.06% 69
2023
Q4 		$252K Buy
+10,722
New +$242K 0.06% 67

Other funds holding BSMT

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

TLWM Financial's BSMT Position: Q3 2026 in Review

TLWM Financial increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 13% in Q3 2026, buying an estimated $67.1K and bringing the position to 25,100 shares worth $559K. The position accounts for 0.09% of the portfolio, ranked #58.

TLWM Financial first reported a position in BSMT in Q4 2023 and has held it in 12 quarters since. 9 funds tracked by Wall St. Rank hold BSMT as of Q3 2026.

  • TLWM Financial held 25,100 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $559K as of Q3 2026.
  • TLWM Financial bought 2,938 Invesco BulletShares 2029 Municipal Bond ETF shares in Q3 2026, an estimated $67.1K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.09% of TLWM Financial's portfolio in Q3 2026, its #58 holding.
  • TLWM Financial first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 9 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q3 2026.

Based on TLWM Financial's 13F filing for Q3 2026, filed 9 Oct 2026.