Commonwealth Equity Services
BSMY

Commonwealth Equity Services’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

Commonwealth Equity Services’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
Q1 		$338K Sell
13,933
-10,579
-43% -$261K ﹤0.01% 3565
2025
Q4 		$603K Buy
24,512
+1,986
+9% +$48.9K ﹤0.01% 3023
2025
Q3 		$548K Buy
22,526
+8,357
+59% +$199K ﹤0.01% 3103
2025
Q2 		$336K Buy
+14,169
New +$335K ﹤0.01% 3491

Other funds holding BSMY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services's BSMY Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 43% in Q1 2026, selling an estimated $261K and leaving 13,933 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #3565.

Commonwealth Equity Services first reported a position in BSMY in Q2 2025 and has held it in 4 quarters since. The position peaked at $603K in Q4 2025. 45 funds tracked by Wall St. Rank hold BSMY as of Q1 2026.

  • Commonwealth Equity Services held 13,933 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $338K as of Q1 2026.
  • Commonwealth Equity Services sold 10,579 Invesco BulletShares 2034 Municipal Bond ETF shares in Q1 2026, an estimated $261K.
  • Invesco BulletShares 2034 Municipal Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3565 holding.
  • Commonwealth Equity Services first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Commonwealth Equity Services's Invesco BulletShares 2034 Municipal Bond ETF position peaked at $603K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.