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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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Addison Advisors's BSMZ Position: Q1 2026 in Review

Addison Advisors increased its Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) stake by 38% in Q1 2026, buying an estimated $44.2K and bringing the position to 6,254 shares worth $157K. The position accounts for 0.03% of the portfolio, ranked #255.

Addison Advisors first reported a position in BSMZ in Q4 2025 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold BSMZ as of Q1 2026.

  • Addison Advisors held 6,254 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $157K as of Q1 2026.
  • Addison Advisors bought 1,729 Invesco BulletShares 2035 Municipal Bond ETF shares in Q1 2026, an estimated $44.2K.
  • Invesco BulletShares 2035 Municipal Bond ETF made up 0.03% of Addison Advisors's portfolio in Q1 2026, its #255 holding.
  • Addison Advisors first reported a position in Invesco BulletShares 2035 Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.