EFP
BSMY

Envision Financial Planning’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

Envision Financial Planning’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 		$2.79M Buy
114,993
+5,770
+5% +$142K 1.01% 19
2025
Q4 		$2.68M Buy
109,223
+1,945
+2% +$47.8K 1.02% 19
2025
Q3 		$2.61M Buy
107,278
+88,358
+467% +$2.1M 1.11% 19
2025
Q2 		$449K Buy
18,920
+10,114
+115% +$239K 0.21% 38
2025
Q1 		$212K Buy
+8,806
New +$216K 0.11% 41

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envision Financial Planning's BSMY Position: Q1 2026 in Review

Envision Financial Planning increased its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 5.3% in Q1 2026, buying an estimated $142K and bringing the position to 114,993 shares worth $2.79M. The position accounts for 1.01% of the portfolio, ranked #19.

Envision Financial Planning first reported a position in BSMY in Q1 2025 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold BSMY as of Q1 2026.

  • Envision Financial Planning held 114,993 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $2.79M as of Q1 2026.
  • Envision Financial Planning bought 5,770 Invesco BulletShares 2034 Municipal Bond ETF shares in Q1 2026, an estimated $142K.
  • Invesco BulletShares 2034 Municipal Bond ETF made up 1.01% of Envision Financial Planning's portfolio in Q1 2026, its #19 holding.
  • Envision Financial Planning first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 45 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q1 2026.

Based on Envision Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.