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BSMZ

Addison Advisors’s Invesco BulletShares 2035 Municipal Bond ETF BSMZ Stock Holding History

Addison Advisors’s Portfolio BSMZ Stock Details BSMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$279K Buy
10,900
+4,646
+74% +$118K 0.13% 94
2026
Q1 		$157K Buy
6,254
+1,729
+38% +$44.2K 0.03% 255
2025
Q4 		$115K Buy
+4,525
New +$115K 0.03% 297

Other funds holding BSMZ

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Addison Advisors's BSMZ Position: Q2 2026 in Review

Addison Advisors increased its Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) stake by 74% in Q2 2026, buying an estimated $118K and bringing the position to 10,900 shares worth $279K. The position accounts for 0.13% of the portfolio, ranked #94.

Addison Advisors first reported a position in BSMZ in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold BSMZ as of Q2 2026.

  • Addison Advisors held 10,900 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $279K as of Q2 2026.
  • Addison Advisors bought 4,646 Invesco BulletShares 2035 Municipal Bond ETF shares in Q2 2026, an estimated $118K.
  • Invesco BulletShares 2035 Municipal Bond ETF made up 0.13% of Addison Advisors's portfolio in Q2 2026, its #94 holding.
  • Addison Advisors first reported a position in Invesco BulletShares 2035 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q2 2026.

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