DWM Financial Group’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

DWM Financial Group’s Portfolio BSMY Stock Details BSMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$425K	Buy	+17,294	New	+$424K	0.38%	21

Other funds holding BSMY

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EFP

Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

DWM Financial Group's BSMY Position: Q2 2026 in Review

DWM Financial Group opened a new position in Invesco BulletShares 2034 Municipal Bond ETF (BSMY) in Q2 2026: 17,294 shares worth $425K. The stake represents 0.38% of the portfolio and ranks #21 among its holdings.

54 funds tracked by Wall St. Rank hold BSMY as of Q2 2026.

DWM Financial Group held 17,294 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $425K as of Q2 2026.
Invesco BulletShares 2034 Municipal Bond ETF was a new DWM Financial Group position in Q2 2026.
Invesco BulletShares 2034 Municipal Bond ETF made up 0.38% of DWM Financial Group's portfolio in Q2 2026, its #21 holding.
54 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q2 2026.

Based on DWM Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.