CAPTRUST Financial Advisors
BSMY

CAPTRUST Financial Advisors’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

CAPTRUST Financial Advisors’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 		$218K Buy
8,863
+80
+0.9% +$1.96K ﹤0.01% 2825
2026
Q1 		$213K Buy
8,783
+68
+0.8% +$1.68K ﹤0.01% 2647
2025
Q4 		$214K Buy
8,715
+80
+0.9% +$1.97K ﹤0.01% 2483
2025
Q3 		$210K Buy
+8,635
New +$206K ﹤0.01% 2395

Other funds holding BSMY

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
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CAPTRUST Financial Advisors's BSMY Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 0.91% in Q2 2026, buying an estimated $1.96K and bringing the position to 8,863 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #2825.

CAPTRUST Financial Advisors first reported a position in BSMY in Q3 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold BSMY as of Q2 2026.

  • CAPTRUST Financial Advisors held 8,863 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $218K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 80 Invesco BulletShares 2034 Municipal Bond ETF shares in Q2 2026, an estimated $1.96K.
  • Invesco BulletShares 2034 Municipal Bond ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2825 holding.
  • CAPTRUST Financial Advisors first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 43 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.