AUB
BSMY

Atlantic Union Bankshares’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

Atlantic Union Bankshares’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
2026
Q2 		$4.75M Buy
192,723
+44,369
+30% +$1.09M 0.08% 206
2026
Q1 		$3.6M Buy
148,354
+11,677
+9% +$288K 0.07% 221
2025
Q4 		$3.36M Buy
+136,677
New +$3.36M 0.06% 234

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 $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Atlantic Union Bankshares's BSMY Position: Q2 2026 in Review

Atlantic Union Bankshares increased its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 30% in Q2 2026, buying an estimated $1.09M and bringing the position to 192,723 shares worth $4.75M. The position accounts for 0.08% of the portfolio, ranked #206.

Atlantic Union Bankshares first reported a position in BSMY in Q4 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold BSMY as of Q2 2026.

  • Atlantic Union Bankshares held 192,723 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $4.75M as of Q2 2026.
  • Atlantic Union Bankshares bought 44,369 Invesco BulletShares 2034 Municipal Bond ETF shares in Q2 2026, an estimated $1.09M.
  • Invesco BulletShares 2034 Municipal Bond ETF made up 0.08% of Atlantic Union Bankshares's portfolio in Q2 2026, its #206 holding.
  • Atlantic Union Bankshares first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.