Clark Asset Management
BSMZ icon

Clark Asset Management’s Invesco BulletShares 2035 Municipal Bond ETF BSMZ Stock Holding History

Clark Asset Management’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 		$488K Buy
20,731
+8,240
+66% +$204K 0.04% 158
2026
Q2 		$320K Buy
+12,491
New +$318K 0.03% 201

Other funds holding BSMZ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Key Financial Inc
Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return
Tassel Capital Management
Tassel Capital Management Matthews, North Carolina $202M AUM 9.17% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Clark Asset Management's BSMZ Position: Q3 2026 in Review

Clark Asset Management increased its Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) stake by 66% in Q3 2026, buying an estimated $204K and bringing the position to 20,731 shares worth $488K. The position accounts for 0.04% of the portfolio, ranked #158.

Clark Asset Management first reported a position in BSMZ in Q2 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold BSMZ as of Q3 2026.

  • Clark Asset Management held 20,731 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $488K as of Q3 2026.
  • Clark Asset Management bought 8,240 Invesco BulletShares 2035 Municipal Bond ETF shares in Q3 2026, an estimated $204K.
  • Invesco BulletShares 2035 Municipal Bond ETF made up 0.04% of Clark Asset Management's portfolio in Q3 2026, its #158 holding.
  • Clark Asset Management first reported a position in Invesco BulletShares 2035 Municipal Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q3 2026.

Based on Clark Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.