AF
BSMY

Advisornet Financial’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

Advisornet Financial’s Portfolio BSMY Stock Details BSMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-291
Closed -$6.9K – 2347
2025
Q2 		$6.9K Hold
291
– – ﹤0.01% 1587
2025
Q1 		$7K Buy
+291
New +$7.13K ﹤0.01% 1519

Other funds holding BSMY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

Advisornet Financial's BSMY Position: Q3 2025 in Review

Advisornet Financial sold out of Invesco BulletShares 2034 Municipal Bond ETF (BSMY) in Q3 2025, closing a stake of 291 shares — an estimated $6.9K sold.

Advisornet Financial first reported a position in BSMY in Q1 2025 and held it in 2 quarters. The position peaked at $7K in Q1 2025. 42 funds tracked by Wall St. Rank hold BSMY as of Q3 2025.

  • Advisornet Financial reported no remaining Invesco BulletShares 2034 Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Advisornet Financial sold 291 Invesco BulletShares 2034 Municipal Bond ETF shares in Q3 2025, an estimated $6.9K.
  • Advisornet Financial first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q1 2025 and held it in 2 quarters.
  • Advisornet Financial's Invesco BulletShares 2034 Municipal Bond ETF position peaked at $7K in Q1 2025.
  • 42 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q3 2025.

Based on Advisornet Financial's 13F filing for Q3 2025, filed 9 Oct 2025.