DIM
BSMZ

Delta Investment Management’s Invesco BulletShares 2035 Municipal Bond ETF BSMZ Stock Holding History

Delta Investment Management’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 		– Sell
-7,864
Closed -$200K – 319
2025
Q4 		$200K Buy
+7,864
New +$200K 0.03% 272

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

Delta Investment Management's BSMZ Position: Q1 2026 in Review

Delta Investment Management sold out of Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) in Q1 2026, closing a stake of 7,864 shares — an estimated $200K sold.

Delta Investment Management first reported a position in BSMZ in Q4 2025 and held it in 1 quarter. The position peaked at $200K in Q4 2025. 29 funds tracked by Wall St. Rank hold BSMZ as of Q1 2026.

  • Delta Investment Management reported no remaining Invesco BulletShares 2035 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Delta Investment Management sold 7,864 Invesco BulletShares 2035 Municipal Bond ETF shares in Q1 2026, an estimated $200K.
  • Delta Investment Management first reported a position in Invesco BulletShares 2035 Municipal Bond ETF in Q4 2025 and held it in 1 quarter.
  • Delta Investment Management's Invesco BulletShares 2035 Municipal Bond ETF position peaked at $200K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.