Equitable Holdings’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

Equitable Holdings’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	$664K	Buy	26,941 +1,335	+5%	+$32.7K	﹤0.01%	1173
2026 Q1	$629K	Sell	25,606 -535	-2%	-$13.2K	﹤0.01%	1158
2025 Q4	$643K	Buy	26,141 +231	+0.9%	+$5.68K	﹤0.01%	1027
2025 Q3	$630K	Buy	25,910 +13,873	+115%	+$330K	﹤0.01%	1004
2025 Q2	$285K	Buy	+12,037	New	+$285K	﹤0.01%	1211

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

Equitable Holdings's BSMY Position: Q2 2026 in Review

Equitable Holdings increased its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 5.2% in Q2 2026, buying an estimated $32.7K and bringing the position to 26,941 shares worth $664K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Equitable Holdings first reported a position in BSMY in Q2 2025 and has held it in 5 quarters since. 54 funds tracked by Wall St. Rank hold BSMY as of Q2 2026.

Equitable Holdings held 26,941 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $664K as of Q2 2026.
Equitable Holdings bought 1,335 Invesco BulletShares 2034 Municipal Bond ETF shares in Q2 2026, an estimated $32.7K.
Invesco BulletShares 2034 Municipal Bond ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1173 holding.
Equitable Holdings first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
54 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.