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

CGN 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
Q3 		$256K Buy
+11,285
New +$270K 0.02% 274
2025
Q2 		– Sell
-31,215
Closed -$750K – 307
2025
Q1 		$750K Buy
31,215
+10,636
+52% +$260K 0.07% 184
2024
Q4 		$504K Buy
+20,579
New +$510K 0.05% 209

Other funds holding BSMY

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Nestegg Advisors
Nestegg Advisors Hauppauge, New York $152M AUM 11.83% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Bill Few Associates
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

CGN Advisors's BSMY Position: Q3 2026 in Review

CGN Advisors opened a new position in Invesco BulletShares 2034 Municipal Bond ETF (BSMY) in Q3 2026: 11,285 shares worth $256K. The stake represents 0.02% of the portfolio and ranks #274 among its holdings. This is a return to the name: CGN Advisors previously reported a position in BSMY as recently as Q1 2025.

CGN Advisors first reported a position in BSMY in Q4 2024 and has held it in 3 quarters since. The position peaked at $750K in Q1 2025. 10 funds tracked by Wall St. Rank hold BSMY as of Q3 2026.

  • CGN Advisors held 11,285 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $256K as of Q3 2026.
  • Invesco BulletShares 2034 Municipal Bond ETF was a new CGN Advisors position in Q3 2026.
  • Invesco BulletShares 2034 Municipal Bond ETF made up 0.02% of CGN Advisors's portfolio in Q3 2026, its #274 holding.
  • CGN Advisors first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • CGN Advisors's Invesco BulletShares 2034 Municipal Bond ETF position peaked at $750K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q3 2026.

Based on CGN Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.