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Wealthcare Advisory Partners’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Wealthcare Advisory Partners’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 		$334K Hold
14,491
– – 0.01% 837
2026
Q1 		$334K Hold
14,491
– – 0.01% 837
2025
Q4 		$335K Hold
14,491
– – 0.01% 826
2025
Q3 		$335K Hold
14,491
– – 0.01% 806
2025
Q2 		$329K Hold
14,491
– – 0.01% 763
2025
Q1 		$330K Hold
14,491
– – 0.01% 708
2024
Q4 		$332K Buy
+14,491
New +$335K 0.01% 680

Other funds holding BSMT

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $171M AUM
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

Wealthcare Advisory Partners's BSMT Position: Q2 2026 in Review

Wealthcare Advisory Partners held its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) position steady in Q2 2026 at 14,491 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #837.

Wealthcare Advisory Partners first reported a position in BSMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $335K in Q4 2025. 19 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • Wealthcare Advisory Partners held 14,491 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $334K as of Q2 2026.
  • Wealthcare Advisory Partners left its Invesco BulletShares 2029 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #837 holding.
  • Wealthcare Advisory Partners first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealthcare Advisory Partners's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $335K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.