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

Wingate Wealth 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	$365K	Buy	15,847 +110	+0.7%	+$2.54K	0.16%	92
2026 Q1	$362K	Buy	15,737 +103	+0.7%	+$2.39K	0.19%	90
2025 Q4	$362K	Buy	15,634 +102	+0.7%	+$2.36K	0.2%	86
2025 Q3	$359K	Buy	15,532 +112	+0.7%	+$2.57K	0.25%	79
2025 Q2	$350K	Buy	15,420 +113	+0.7%	+$2.55K	0.31%	76
2025 Q1	$348K	Buy	15,307 +6,603	+76%	+$152K	0.4%	69
2024 Q4	$200K	Buy	+8,704	New	+$201K	0.2%	94

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

Wingate Wealth Advisors's BSMT Position: Q2 2026 in Review

Wingate Wealth Advisors increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 0.7% in Q2 2026, buying an estimated $2.54K and bringing the position to 15,847 shares worth $365K. The position accounts for 0.16% of the portfolio, ranked #92.

Wingate Wealth Advisors first reported a position in BSMT in Q4 2024 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold BSMT as of Q2 2026.

Wingate Wealth Advisors held 15,847 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $365K as of Q2 2026.
Wingate Wealth Advisors bought 110 Invesco BulletShares 2029 Municipal Bond ETF shares in Q2 2026, an estimated $2.54K.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.16% of Wingate Wealth Advisors's portfolio in Q2 2026, its #92 holding.
Wingate Wealth Advisors first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
123 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.