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
Q2 		$226K Buy
9,169
+817
+10% +$20K 0.01% 301
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 $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

Cookson Peirce & Co's BSMY Position: Q2 2026 in Review

Cookson Peirce & Co increased its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 9.8% in Q2 2026, buying an estimated $20K and bringing the position to 9,169 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #301.

Cookson Peirce & Co first reported a position in BSMY in Q4 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold BSMY as of Q2 2026.

  • Cookson Peirce & Co held 9,169 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $226K as of Q2 2026.
  • Cookson Peirce & Co bought 817 Invesco BulletShares 2034 Municipal Bond ETF shares in Q2 2026, an estimated $20K.
  • Invesco BulletShares 2034 Municipal Bond ETF made up 0.01% of Cookson Peirce & Co's portfolio in Q2 2026, its #301 holding.
  • Cookson Peirce & Co first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q2 2026.

Based on Cookson Peirce & Co's 13F filing for Q2 2026, filed 23 Jul 2026.