BFA
BSMY

Bill Few Associates’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

Bill Few Associates’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 		$232K Hold
9,420
– – 0.05% 211
2026
Q1 		$229K Buy
+9,420
New +$233K 0.05% 197

Other funds holding BSMY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 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

Bill Few Associates's BSMY Position: Q2 2026 in Review

Bill Few Associates held its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) position steady in Q2 2026 at 9,420 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #211.

Bill Few Associates first reported a position in BSMY in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold BSMY as of Q2 2026.

  • Bill Few Associates held 9,420 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $232K as of Q2 2026.
  • Bill Few Associates left its Invesco BulletShares 2034 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2034 Municipal Bond ETF made up 0.05% of Bill Few Associates's portfolio in Q2 2026, its #211 holding.
  • Bill Few Associates first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.