Wedmont Private Capital’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Wedmont Private Capital’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	$717K	Buy	+31,078	New	+$717K	0.02%	442

Other funds holding BSMT

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Invariant Investment Management Camp Hill, Pennsylvania $171M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

Wedmont Private Capital's BSMT Position: Q2 2026 in Review

Wedmont Private Capital opened a new position in Invesco BulletShares 2029 Municipal Bond ETF (BSMT) in Q2 2026: 31,078 shares worth $717K. The stake represents 0.02% of the portfolio and ranks #442 among its holdings.

19 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

Wedmont Private Capital held 31,078 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $717K as of Q2 2026.
Invesco BulletShares 2029 Municipal Bond ETF was a new Wedmont Private Capital position in Q2 2026.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #442 holding.
19 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.