AUB
BSMZ

Atlantic Union Bankshares’s Invesco BulletShares 2035 Municipal Bond ETF BSMZ Stock Holding History

Atlantic Union Bankshares’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 		$3.48M Buy
138,398
+8,577
+7% +$219K 0.07% 226
2025
Q4 		$3.3M Buy
+129,821
New +$3.3M 0.06% 236

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
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
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

Atlantic Union Bankshares's BSMZ Position: Q1 2026 in Review

Atlantic Union Bankshares increased its Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) stake by 6.6% in Q1 2026, buying an estimated $219K and bringing the position to 138,398 shares worth $3.48M. The position accounts for 0.07% of the portfolio, ranked #226.

Atlantic Union Bankshares 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.

  • Atlantic Union Bankshares held 138,398 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $3.48M as of Q1 2026.
  • Atlantic Union Bankshares bought 8,577 Invesco BulletShares 2035 Municipal Bond ETF shares in Q1 2026, an estimated $219K.
  • Invesco BulletShares 2035 Municipal Bond ETF made up 0.07% of Atlantic Union Bankshares's portfolio in Q1 2026, its #226 holding.
  • Atlantic Union Bankshares 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 Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.