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
Q2 		$4.83M Buy
188,415
+50,017
+36% +$1.27M 0.08% 205
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 $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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Atlantic Union Bankshares increased its Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) stake by 36% in Q2 2026, buying an estimated $1.27M and bringing the position to 188,415 shares worth $4.83M. The position accounts for 0.08% of the portfolio, ranked #205.

Atlantic Union Bankshares 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.

  • Atlantic Union Bankshares held 188,415 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $4.83M as of Q2 2026.
  • Atlantic Union Bankshares bought 50,017 Invesco BulletShares 2035 Municipal Bond ETF shares in Q2 2026, an estimated $1.27M.
  • Invesco BulletShares 2035 Municipal Bond ETF made up 0.08% of Atlantic Union Bankshares's portfolio in Q2 2026, its #205 holding.
  • Atlantic Union Bankshares 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 Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.