CAM
BSMY

Clark Asset Management’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

Clark Asset 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 		$1.15M Buy
46,519
+10,893
+31% +$267K 0.09% 87
2026
Q1 		$864K Buy
35,626
+1,915
+6% +$47.3K 0.08% 87
2025
Q4 		$829K Buy
33,711
+18,702
+125% +$460K 0.09% 84
2025
Q3 		$365K Buy
+15,009
New +$357K 0.04% 136

Other funds holding BSMY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Clark Asset Management's BSMY Position: Q2 2026 in Review

Clark Asset Management increased its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 31% in Q2 2026, buying an estimated $267K and bringing the position to 46,519 shares worth $1.15M. The position accounts for 0.09% of the portfolio, ranked #87.

Clark Asset Management first reported a position in BSMY in Q3 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold BSMY as of Q2 2026.

  • Clark Asset Management held 46,519 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $1.15M as of Q2 2026.
  • Clark Asset Management bought 10,893 Invesco BulletShares 2034 Municipal Bond ETF shares in Q2 2026, an estimated $267K.
  • Invesco BulletShares 2034 Municipal Bond ETF made up 0.09% of Clark Asset Management's portfolio in Q2 2026, its #87 holding.
  • Clark Asset Management first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.