Wealth Enhancement Advisory Services
BSMT icon

Wealth Enhancement Advisory Services’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Wealth Enhancement Advisory Services’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
-16,949
Closed -$394K – 3614
2025
Q4 		$394K Buy
16,949
+7,876
+87% +$182K ﹤0.01% 2670
2025
Q3 		$210K Buy
9,073
+11
+0.1% +$252 ﹤0.01% 3098
2025
Q2 		$206K Buy
+9,062
New +$205K ﹤0.01% 2975

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 $445B AUM 25.58% 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 $1.89B AUM 26.04% 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

Wealth Enhancement Advisory Services's BSMT Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q1 2026, closing a stake of 16,949 shares — an estimated $394K sold.

Wealth Enhancement Advisory Services first reported a position in BSMT in Q2 2025 and held it in 3 quarters. The position peaked at $394K in Q4 2025. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Invesco BulletShares 2029 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 16,949 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2026, an estimated $394K.
  • Wealth Enhancement Advisory Services first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q2 2025 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $394K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.