Cookson Peirce & Co
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Cookson Peirce & Co’s Invesco BulletShares 2035 Municipal Bond ETF BSMZ Stock Holding History

Cookson Peirce & Co’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
Q3 		$238K Buy
10,101
+1,329
+15% +$32.9K 0.01% 309
2026
Q2 		$225K Buy
8,772
+497
+6% +$12.6K 0.01% 303
2026
Q1 		$208K Sell
8,275
-470
-5% -$12K 0.01% 293
2025
Q4 		$222K Buy
+8,745
New +$222K 0.01% 299

Other funds holding BSMZ

Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Elequin Capital
Elequin Capital New York $1.47B AUM 5.26% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cookson Peirce & Co's BSMZ Position: Q3 2026 in Review

Cookson Peirce & Co increased its Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) stake by 15% in Q3 2026, buying an estimated $32.9K and bringing the position to 10,101 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #309.

Cookson Peirce & Co first reported a position in BSMZ in Q4 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold BSMZ as of Q3 2026.

  • Cookson Peirce & Co held 10,101 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $238K as of Q3 2026.
  • Cookson Peirce & Co bought 1,329 Invesco BulletShares 2035 Municipal Bond ETF shares in Q3 2026, an estimated $32.9K.
  • Invesco BulletShares 2035 Municipal Bond ETF made up 0.01% of Cookson Peirce & Co's portfolio in Q3 2026, its #309 holding.
  • Cookson Peirce & Co first reported a position in Invesco BulletShares 2035 Municipal Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q3 2026.

Based on Cookson Peirce & Co's 13F filing for Q3 2026, filed 30 Oct 2026.