CPC
BSMZ

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
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

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

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

Cookson Peirce & Co reduced its Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) stake by 5.4% in Q1 2026, selling an estimated $12K and leaving 8,275 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #293.

Cookson Peirce & Co first reported a position in BSMZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $222K in Q4 2025. 29 funds tracked by Wall St. Rank hold BSMZ as of Q1 2026.

  • Cookson Peirce & Co held 8,275 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $208K as of Q1 2026.
  • Cookson Peirce & Co sold 470 Invesco BulletShares 2035 Municipal Bond ETF shares in Q1 2026, an estimated $12K.
  • Invesco BulletShares 2035 Municipal Bond ETF made up 0.01% of Cookson Peirce & Co's portfolio in Q1 2026, its #293 holding.
  • Cookson Peirce & Co first reported a position in Invesco BulletShares 2035 Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Cookson Peirce & Co's Invesco BulletShares 2035 Municipal Bond ETF position peaked at $222K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q1 2026.

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