CGN Advisors
BSMZ icon

CGN Advisors’s Invesco BulletShares 2035 Municipal Bond ETF BSMZ Stock Holding History

CGN Advisors’s Portfolio BSMZ Stock Details BSMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$215K Buy
+9,119
New +$226K 0.02% 292

Other funds holding BSMZ

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Tassel Capital Management
Tassel Capital Management Matthews, North Carolina $202M AUM 9.17% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Bill Few Associates
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

CGN Advisors's BSMZ Position: Q3 2026 in Review

CGN Advisors opened a new position in Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) in Q3 2026: 9,119 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #292 among its holdings.

7 funds tracked by Wall St. Rank hold BSMZ as of Q3 2026.

  • CGN Advisors held 9,119 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $215K as of Q3 2026.
  • Invesco BulletShares 2035 Municipal Bond ETF was a new CGN Advisors position in Q3 2026.
  • Invesco BulletShares 2035 Municipal Bond ETF made up 0.02% of CGN Advisors's portfolio in Q3 2026, its #292 holding.
  • 7 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q3 2026.

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