Commonwealth Equity Services
BSMZ

Commonwealth Equity Services’s Invesco BulletShares 2035 Municipal Bond ETF BSMZ Stock Holding History

Commonwealth Equity Services’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
Q1 		– Sell
-10,400
Closed -$265K – 4496
2025
Q4 		$265K Buy
+10,400
New +$264K ﹤0.01% 3762

Other funds holding BSMZ

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Commonwealth Equity Services sold out of Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) in Q1 2026, closing a stake of 10,400 shares — an estimated $265K sold.

Commonwealth Equity Services first reported a position in BSMZ in Q4 2025 and held it in 1 quarter. The position peaked at $265K in Q4 2025. 29 funds tracked by Wall St. Rank hold BSMZ as of Q1 2026.

  • Commonwealth Equity Services reported no remaining Invesco BulletShares 2035 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 10,400 Invesco BulletShares 2035 Municipal Bond ETF shares in Q1 2026, an estimated $265K.
  • Commonwealth Equity Services first reported a position in Invesco BulletShares 2035 Municipal Bond ETF in Q4 2025 and held it in 1 quarter.
  • Commonwealth Equity Services's Invesco BulletShares 2035 Municipal Bond ETF position peaked at $265K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q1 2026.

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