CAM
BSMZ

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
Q2 		$320K Buy
+12,491
New +$318K 0.03% 201

Other funds holding BSMZ

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return