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BSMT

Invesco BulletShares 2029 Municipal Bond ETF
1W: -0.6% 1M: -1.6% 3M: -0.6% YTD: -0.3% 1Y: +2.7% 3Y: +7.0% 5Y: -0.2%
$22.98
-0.02 (-0.07%)
After Hours: $20.13 (-2.85, -12.40%)
ETF NASDAQ · AUM $255.0M
ETF-Level Metrics
AUM$255M
Holdings6
Top 10 Wt3.0%
Beta0.82
% Profitable0%
Coverage1%
Portfolio Valuation
P/E9.3
P/B1.0
P/S1.6
EV/EBITDA9.5
P/FCF8.6
PEG0.22
Profitability & Returns
Gross Margin77.4%
Net Margin16.3%
ROE11.6%
ROA1.1%
ROIC9.9%
Div Yield0.02%
Leverage & Liquidity
Debt/Equity0.75
Debt/Assets0.08
Net Debt/EBITDA4.2x
Interest Cov1.7x
Current Ratio0.22
Quick Ratio0.21
Growth (YoY)
Revenue+19.1%
Net Income-11.5%
EPS-12.4%
FCF-15.3%
EBITDA-32.7%
Rev CAGR 3Y+23.7%
Quality Scores
Piotroski F4.1
Altman Z-0.21
IS Quality62.8
IS Overall41.8
IS Value68.8
Median P/E9.4

Sector Breakdown

3 sectors
Sector # Holdings Total Weight % Avg P/E
Other 1708 98.1%
Financial Services 6 1.9% 7.8
Consumer Cyclical 1 0.0% 6.9

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 1715 holdings · Page 1 of 35
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Commonwealth of Pennsylvania CNJFX 0.75% $1.9M 1,740,000 $7M Financial Services
2 California State Public Works Board CALB 0.61% $1.5M 1,430,000 9.7 $213M Financial Services
3 Triborough Bridge & Tunnel Authority Private 0.54% $1.3M 1,245,000
4 State of New Jersey Private 0.50% $1.3M 1,165,000
5 Hillsborough County Industrial Development Authority Private 0.45% $1.1M 1,030,000
6 California State University CALB 0.43% $1.1M 995,000 9.7 $213M Financial Services
7 Metropolitan Government Nashville & Davidson County Health & Educational Facs Bd Private 0.36% $915,108 850,000
8 New Jersey Turnpike Authority Private 0.34% $861,039 845,000
9 State of California Private 0.33% $819,245 750,000
10 University of California Private 0.32% $796,118 735,000
11 New York City Municipal Water Finance Authority Bond 0.31% $776,682 740,000
12 State of California Private 0.29% $734,210 675,000
13 State of California Private 0.29% $744,400 685,000
14 Illinois State Toll Highway Authority Private 0.29% $726,723 705,000
15 City of Gainesville FL Utilities System Revenue Private 0.28% $704,862 690,000
16 Pennsylvania Turnpike Commission Private 0.27% $684,491 660,000
17 University of California Private 0.25% $633,645 585,000
18 Colorado Health Facilities Authority Private 0.25% $621,713 620,000
19 State of California Private 0.24% $608,105 560,000
20 Los Angeles Department of Water & Power Private 0.24% $614,221 570,000
21 State of California Private 0.24% $606,090 565,000
22 New Jersey Economic Development Authority Private 0.24% $611,120 570,000
23 New York City Municipal Water Finance Authority Bond 0.24% $607,643 575,000
24 Commonwealth of Massachusetts Private 0.24% $600,549 550,000
25 Massachusetts School Building Authority Private 0.24% $610,321 585,000
26 California Infrastructure & Economic Development Bank Private 0.24% $597,715 545,000
27 New York City Transitional Finance Authority Future Tax Secured Revenue Deriv 0.24% $590,220 565,000
28 Lower Colorado River Authority Private 0.23% $575,870 560,000
29 State of California Private 0.23% $571,911 530,000
30 Ohio Water Development Authority Water Pollution Control Loan Fund Private 0.22% $540,615 505,000
31 Los Angeles Unified School District/CA Private 0.21% $541,746 495,000
32 New York City Transitional Finance Authority Future Tax Secured Revenue Deriv 0.21% $528,700 500,000
33 Central Florida Expressway Authority Private 0.21% $529,944 490,000
34 Illinois Finance Authority Private 0.21% $529,499 500,000
35 California Infrastructure & Economic Development Bank Private 0.21% $521,928 500,000
36 City of Los Angeles Department of Airports Private 0.20% $513,099 475,000
37 Harris County Cultural Education Facilities Finance Corp Private 0.20% $508,874 470,000
38 New York State Dormitory Authority Private 0.20% $516,168 495,000
39 Illinois State Toll Highway Authority Private 0.20% $507,848 475,000
40 New York City Transitional Finance Authority Future Tax Secured Revenue Deriv 0.20% $498,339 470,000
41 Michigan Finance Authority Private 0.20% $497,490 495,000
42 New York City Transitional Finance Authority Future Tax Secured Revenue Deriv 0.20% $491,108 460,000
43 New York City Transitional Finance Authority Future Tax Secured Revenue Deriv 0.20% $490,404 450,000
44 State of California Private 0.19% $487,372 470,000
45 Pennsylvania Turnpike Commission Private 0.19% $489,050 470,000
46 Orange County Health Facilities Authority Private 0.19% $482,112 475,000
47 California Infrastructure & Economic Development Bank Private 0.19% $482,642 475,000
48 New York City Municipal Water Finance Authority Bond 0.19% $477,585 440,000
49 New York State Dormitory Authority Private 0.19% $474,267 450,000
50 University of Colorado Hospital Authority Private 0.18% $461,026 425,000
1 2 3 ... 35 Next →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms