Cerity Partners
BSMY

Cerity Partners’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

Cerity Partners’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
Q1 		– Sell
-20,532
Closed -$505K – 3412
2025
Q4 		$505K Hold
20,532
– – ﹤0.01% 2104
2025
Q3 		$500K Buy
+20,532
New +$489K ﹤0.01% 1972

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 $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $5.21B AUM 19.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cerity Partners's BSMY Position: Q1 2026 in Review

Cerity Partners sold out of Invesco BulletShares 2034 Municipal Bond ETF (BSMY) in Q1 2026, closing a stake of 20,532 shares — an estimated $505K sold.

Cerity Partners first reported a position in BSMY in Q3 2025 and held it in 2 quarters. The position peaked at $505K in Q4 2025. 45 funds tracked by Wall St. Rank hold BSMY as of Q1 2026.

  • Cerity Partners reported no remaining Invesco BulletShares 2034 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Cerity Partners sold 20,532 Invesco BulletShares 2034 Municipal Bond ETF shares in Q1 2026, an estimated $505K.
  • Cerity Partners first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q3 2025 and held it in 2 quarters.
  • Cerity Partners's Invesco BulletShares 2034 Municipal Bond ETF position peaked at $505K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.