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
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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Cookson Peirce & Co increased its Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) stake by 6% in Q2 2026, buying an estimated $12.6K and bringing the position to 8,772 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #303.

Cookson Peirce & Co first reported a position in BSMZ in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold BSMZ as of Q2 2026.

  • Cookson Peirce & Co held 8,772 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $225K as of Q2 2026.
  • Cookson Peirce & Co bought 497 Invesco BulletShares 2035 Municipal Bond ETF shares in Q2 2026, an estimated $12.6K.
  • Invesco BulletShares 2035 Municipal Bond ETF made up 0.01% of Cookson Peirce & Co's portfolio in Q2 2026, its #303 holding.
  • Cookson Peirce & Co first reported a position in Invesco BulletShares 2035 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q2 2026.

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