CIM
BSMZ

Confluence Investment Management’s Invesco BulletShares 2035 Municipal Bond ETF BSMZ Stock Holding History

Confluence Investment 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 		$5.29M Sell
206,255
-16,862
-8% -$429K 0.08% 117
2026
Q1 		$5.61M Buy
+223,117
New +$5.7M 0.09% 114

Other funds holding BSMZ

WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return