EH
BSMY

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
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
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

Equitable Holdings's BSMY Position: Q1 2026 in Review

Equitable Holdings reduced its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 2% in Q1 2026, selling an estimated $13.2K and leaving 25,606 shares worth $629K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

Equitable Holdings first reported a position in BSMY in Q2 2025 and has held it in 4 quarters since. The position peaked at $643K in Q4 2025. 45 funds tracked by Wall St. Rank hold BSMY as of Q1 2026.

  • Equitable Holdings held 25,606 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $629K as of Q1 2026.
  • Equitable Holdings sold 535 Invesco BulletShares 2034 Municipal Bond ETF shares in Q1 2026, an estimated $13.2K.
  • Invesco BulletShares 2034 Municipal Bond ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1158 holding.
  • Equitable Holdings first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Equitable Holdings's Invesco BulletShares 2034 Municipal Bond ETF position peaked at $643K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.