Envestnet Asset Management
BSMZ

Envestnet Asset Management’s Invesco BulletShares 2035 Municipal Bond ETF BSMZ Stock Holding History

Envestnet Asset 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
Q2 		$901K Buy
35,162
+3,292
+10% +$83.7K ﹤0.01% 3689
2026
Q1 		$801K Buy
31,870
+17,904
+128% +$457K ﹤0.01% 3606
2025
Q4 		$355K Buy
+13,966
New +$355K ﹤0.01% 3912

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

Envestnet Asset Management's BSMZ Position: Q2 2026 in Review

Envestnet Asset Management increased its Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) stake by 10% in Q2 2026, buying an estimated $83.7K and bringing the position to 35,162 shares worth $901K. The position accounts for ﹤0.01% of the portfolio, ranked #3689.

Envestnet Asset Management 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.

  • Envestnet Asset Management held 35,162 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $901K as of Q2 2026.
  • Envestnet Asset Management bought 3,292 Invesco BulletShares 2035 Municipal Bond ETF shares in Q2 2026, an estimated $83.7K.
  • Invesco BulletShares 2035 Municipal Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3689 holding.
  • Envestnet Asset Management 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 Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.