WESPAC Advisors
BSMT icon

WESPAC Advisors’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

WESPAC Advisors’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 		$299K Hold
13,000
– – 0.15% 148
2026
Q1 		$299K Hold
13,000
– – 0.16% 133
2025
Q4 		$301K Buy
+13,000
New +$300K 0.16% 132

Other funds holding BSMT

Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

WESPAC Advisors's BSMT Position: Q2 2026 in Review

WESPAC Advisors held its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) position steady in Q2 2026 at 13,000 shares worth $299K. The position accounts for 0.15% of the portfolio, ranked #148.

WESPAC Advisors first reported a position in BSMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $301K in Q4 2025. 125 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

  • WESPAC Advisors held 13,000 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $299K as of Q2 2026.
  • WESPAC Advisors left its Invesco BulletShares 2029 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2029 Municipal Bond ETF made up 0.15% of WESPAC Advisors's portfolio in Q2 2026, its #148 holding.
  • WESPAC Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • WESPAC Advisors's Invesco BulletShares 2029 Municipal Bond ETF position peaked at $301K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.