Envestnet Asset Management
BSMY

Envestnet Asset Management’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

Envestnet Asset Management’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
Q1 		$879K Buy
36,243
+21,805
+151% +$538K ﹤0.01% 3544
2025
Q4 		$355K Sell
14,438
-9,342
-39% -$230K ﹤0.01% 3914
2025
Q3 		$579K Buy
23,780
+4,842
+26% +$115K ﹤0.01% 3656
2025
Q2 		$449K Sell
18,938
-19,591
-51% -$463K ﹤0.01% 3775
2025
Q1 		$926K Buy
38,529
+2,573
+7% +$63K ﹤0.01% 3259
2024
Q4 		$881K Buy
+35,956
New +$890K ﹤0.01% 3248

Other funds holding BSMY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $5.21B AUM 19.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Envestnet Asset Management's BSMY Position: Q1 2026 in Review

Envestnet Asset Management increased its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 151% in Q1 2026, buying an estimated $538K and bringing the position to 36,243 shares worth $879K. The position accounts for ﹤0.01% of the portfolio, ranked #3544.

Envestnet Asset Management first reported a position in BSMY in Q4 2024 and has held it in 6 quarters since. The position peaked at $926K in Q1 2025. 45 funds tracked by Wall St. Rank hold BSMY as of Q1 2026.

  • Envestnet Asset Management held 36,243 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $879K as of Q1 2026.
  • Envestnet Asset Management bought 21,805 Invesco BulletShares 2034 Municipal Bond ETF shares in Q1 2026, an estimated $538K.
  • Invesco BulletShares 2034 Municipal Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3544 holding.
  • Envestnet Asset Management first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Envestnet Asset Management's Invesco BulletShares 2034 Municipal Bond ETF position peaked at $926K in Q1 2025.
  • 45 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.