BWM
BSMY

BCS Wealth Management’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

BCS Wealth Management’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 		$5.79M Buy
234,983
+3,515
+2% +$86.2K 1.04% 23
2026
Q1 		$5.61M Sell
231,468
-133,755
-37% -$3.3M 1.15% 20
2025
Q4 		$8.98M Buy
+365,223
New +$8.98M 0.91% 31

Other funds holding BSMY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

BCS Wealth Management's BSMY Position: Q2 2026 in Review

BCS Wealth Management increased its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 1.5% in Q2 2026, buying an estimated $86.2K and bringing the position to 234,983 shares worth $5.79M. The position accounts for 1.04% of the portfolio, ranked #23.

BCS Wealth Management first reported a position in BSMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.98M in Q4 2025. 9 funds tracked by Wall St. Rank hold BSMY as of Q2 2026.

  • BCS Wealth Management held 234,983 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $5.79M as of Q2 2026.
  • BCS Wealth Management bought 3,515 Invesco BulletShares 2034 Municipal Bond ETF shares in Q2 2026, an estimated $86.2K.
  • Invesco BulletShares 2034 Municipal Bond ETF made up 1.04% of BCS Wealth Management's portfolio in Q2 2026, its #23 holding.
  • BCS Wealth Management first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • BCS Wealth Management's Invesco BulletShares 2034 Municipal Bond ETF position peaked at $8.98M in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.