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
Q2 		$347K Buy
14,061
+128
+0.9% +$3.14K ﹤0.01% 3646
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 $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $5.99B AUM 23.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

Commonwealth Equity Services's BSMY Position: Q2 2026 in Review

Commonwealth Equity Services increased its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 0.92% in Q2 2026, buying an estimated $3.14K and bringing the position to 14,061 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #3646.

Commonwealth Equity Services first reported a position in BSMY in Q2 2025 and has held it in 5 quarters since. The position peaked at $603K in Q4 2025. 54 funds tracked by Wall St. Rank hold BSMY as of Q2 2026.

  • Commonwealth Equity Services held 14,061 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $347K as of Q2 2026.
  • Commonwealth Equity Services bought 128 Invesco BulletShares 2034 Municipal Bond ETF shares in Q2 2026, an estimated $3.14K.
  • Invesco BulletShares 2034 Municipal Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3646 holding.
  • Commonwealth Equity Services first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Commonwealth Equity Services's Invesco BulletShares 2034 Municipal Bond ETF position peaked at $603K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.