CCWM
BSMY

Cassaday & Co Wealth Management’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

Cassaday & Co 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 		$14.7K Buy
+596
New +$14.6K ﹤0.01% 820

Other funds holding BSMY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

Cassaday & Co Wealth Management's BSMY Position: Q2 2026 in Review

Cassaday & Co Wealth Management opened a new position in Invesco BulletShares 2034 Municipal Bond ETF (BSMY) in Q2 2026: 596 shares worth $14.7K. The stake represents ﹤0.01% of the portfolio and ranks #820 among its holdings.

54 funds tracked by Wall St. Rank hold BSMY as of Q2 2026.

  • Cassaday & Co Wealth Management held 596 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $14.7K as of Q2 2026.
  • Invesco BulletShares 2034 Municipal Bond ETF was a new Cassaday & Co Wealth Management position in Q2 2026.
  • Invesco BulletShares 2034 Municipal Bond ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #820 holding.
  • 54 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.