CPC
BSMY

Cookson Peirce & Co’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

Cookson Peirce & Co’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 		$203K Sell
8,352
-203
-2% -$5.01K 0.01% 300
2025
Q4 		$210K Buy
+8,555
New +$210K 0.01% 309

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

Cookson Peirce & Co's BSMY Position: Q1 2026 in Review

Cookson Peirce & Co reduced its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 2.4% in Q1 2026, selling an estimated $5.01K and leaving 8,352 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #300.

Cookson Peirce & Co first reported a position in BSMY in Q4 2025 and has held it in 2 quarters since. The position peaked at $210K in Q4 2025. 45 funds tracked by Wall St. Rank hold BSMY as of Q1 2026.

  • Cookson Peirce & Co held 8,352 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $203K as of Q1 2026.
  • Cookson Peirce & Co sold 203 Invesco BulletShares 2034 Municipal Bond ETF shares in Q1 2026, an estimated $5.01K.
  • Invesco BulletShares 2034 Municipal Bond ETF made up 0.01% of Cookson Peirce & Co's portfolio in Q1 2026, its #300 holding.
  • Cookson Peirce & Co first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Cookson Peirce & Co's Invesco BulletShares 2034 Municipal Bond ETF position peaked at $210K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q1 2026.

Based on Cookson Peirce & Co's 13F filing for Q1 2026, filed 30 Apr 2026.