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

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 New York $1.89T AUM 35.08% 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. 124 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.
124 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.