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

VestGen 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
Q2 		$1.84M Buy
79,868
+4,934
+7% +$114K 0.05% 321
2026
Q1 		$1.73M Sell
74,934
-1,551
-2% -$36.1K 0.05% 330
2025
Q4 		$1.77M Sell
76,485
-59,125
-44% -$1.37M 0.08% 252
2025
Q3 		$3.13M Sell
135,610
-4,284
-3% -$98.2K 0.1% 187
2025
Q2 		$3.2M Buy
139,894
+7,636
+6% +$172K 0.13% 160
2025
Q1 		$3.01M Buy
+132,258
New +$3.04M 0.14% 152

Other funds holding BSMT

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

VestGen Advisors's BSMT Position: Q2 2026 in Review

VestGen Advisors increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 6.6% in Q2 2026, buying an estimated $114K and bringing the position to 79,868 shares worth $1.84M. The position accounts for 0.05% of the portfolio, ranked #321.

VestGen Advisors first reported a position in BSMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.2M in Q2 2025. 119 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • VestGen Advisors held 79,868 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $1.84M as of Q2 2026.
  • VestGen Advisors bought 4,934 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $114K.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.05% of VestGen Advisors's portfolio in Q2 2026, its #321 holding.
  • VestGen Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $3.2M in Q2 2025.
  • 119 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.