D.A. Davidson & Co
BSMZ icon

D.A. Davidson & Co’s Invesco BulletShares 2035 Municipal Bond ETF BSMZ Stock Holding History

D.A. Davidson & 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 		$329K Buy
+13,993
New +$347K ﹤0.01% 1354

Other funds holding BSMZ

Confluence Investment Management
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IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Tassel Capital Management
Tassel Capital Management Matthews, North Carolina $202M AUM 9.17% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Bill Few Associates
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

D.A. Davidson & Co's BSMZ Position: Q3 2026 in Review

D.A. Davidson & Co opened a new position in Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) in Q3 2026: 13,993 shares worth $329K. The stake represents ﹤0.01% of the portfolio and ranks #1354 among its holdings.

9 funds tracked by Wall St. Rank hold BSMZ as of Q3 2026.

  • D.A. Davidson & Co held 13,993 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $329K as of Q3 2026.
  • Invesco BulletShares 2035 Municipal Bond ETF was a new D.A. Davidson & Co position in Q3 2026.
  • Invesco BulletShares 2035 Municipal Bond ETF made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q3 2026, its #1354 holding.
  • 9 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q3 2026.

Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.