WealthBridge Capital Management’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

WealthBridge Capital Management’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	$329K	Buy	14,300 +927	+7%	+$21.5K	0.08%	168
2025 Q4	$310K	Buy	13,373 +294	+2%	+$6.79K	0.07%	165
2025 Q3	$302K	Buy	13,079 +242	+2%	+$5.55K	0.07%	169
2025 Q2	$292K	Buy	12,837 +680	+6%	+$15.4K	0.07%	172
2025 Q1	$276K	Buy	12,157 +412	+4%	+$9.47K	0.08%	171
2024 Q4	$269K	Buy	11,745 +1,278	+12%	+$29.5K	0.07%	166
2024 Q3	$244K	Buy	+10,467	New	+$242K	0.07%	180

Other funds holding BSMT

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

WealthBridge Capital Management's BSMT Position: Q1 2026 in Review

WealthBridge Capital Management increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 6.9% in Q1 2026, buying an estimated $21.5K and bringing the position to 14,300 shares worth $329K. The position accounts for 0.08% of the portfolio, ranked #168.

WealthBridge Capital Management first reported a position in BSMT in Q3 2024 and has held it in 7 quarters since. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

WealthBridge Capital Management held 14,300 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $329K as of Q1 2026.
WealthBridge Capital Management bought 927 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2026, an estimated $21.5K.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.08% of WealthBridge Capital Management's portfolio in Q1 2026, its #168 holding.
WealthBridge Capital Management first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2024 and has held it in 7 quarters since.
115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.