UBS Group
BSMT icon

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

UBS 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 		$5.39M Buy
233,923
+53,333
+30% +$1.24M ﹤0.01% 4010
2025
Q4 		$4.18M Buy
180,590
+41,558
+30% +$960K ﹤0.01% 4202
2025
Q3 		$3.21M Buy
139,032
+20,741
+18% +$475K ﹤0.01% 4494
2025
Q2 		$2.69M Buy
118,291
+16,326
+16% +$369K ﹤0.01% 4507
2025
Q1 		$2.32M Buy
101,965
+10,434
+11% +$240K ﹤0.01% 4585
2024
Q4 		$2.1M Buy
91,531
+20,988
+30% +$485K ﹤0.01% 4673
2024
Q3 		$1.64M Buy
70,543
+24,254
+52% +$562K ﹤0.01% 4196
2024
Q2 		$1.06M Sell
46,289
-1,855
-4% -$42.6K ﹤0.01% 4373
2024
Q1 		$1.12M Buy
48,144
+1,363
+3% +$31.8K ﹤0.01% 4513
2023
Q4 		$1.1M Buy
46,781
+7,540
+19% +$170K ﹤0.01% 4417
2023
Q3 		$868K Buy
39,241
+6,898
+21% +$157K ﹤0.01% 4203
2023
Q2 		$743K Buy
32,343
+25,263
+357% +$584K ﹤0.01% 4499
2023
Q1 		$166K Buy
7,080
+330
+5% +$7.67K ﹤0.01% 5534
2022
Q4 		$155K Sell
6,750
-8,350
-55% -$188K ﹤0.01% 5704
2022
Q3 		$331K Sell
15,100
-2,021
-12% -$46.6K ﹤0.01% 4694
2022
Q2 		$393K Buy
17,121
+110
+0.6% +$2.54K ﹤0.01% 4433
2022
Q1 		$409K Buy
17,011
+394
+2% +$9.9K ﹤0.01% 4832
2021
Q4 		$434K Sell
16,617
-129
-0.8% -$3.35K ﹤0.01% 5091
2021
Q3 		$434K Buy
16,746
+5,296
+46% +$139K ﹤0.01% 4824
2021
Q2 		$300K Buy
11,450
+10,105
+751% +$263K ﹤0.01% 5086
2021
Q1 		$35K Buy
+1,345
New +$34.9K ﹤0.01% 6873

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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group's BSMT Position: Q1 2026 in Review

UBS Group increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 30% in Q1 2026, buying an estimated $1.24M and bringing the position to 233,923 shares worth $5.39M. The position accounts for ﹤0.01% of the portfolio, ranked #4010.

UBS Group first reported a position in BSMT in Q1 2021 and has held it in 21 quarters since. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

  • UBS Group held 233,923 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $5.39M as of Q1 2026.
  • UBS Group bought 53,333 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2026, an estimated $1.24M.
  • Invesco BulletShares 2029 Municipal Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4010 holding.
  • UBS Group first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • 115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.