Fidelity Investments
BSMY

Fidelity Investments’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

Fidelity Investments’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
2025
Q3 		– Sell
-1
Closed -$24 – 5619
2025
Q2 		$24 Buy
+1
New +$24 ﹤0.01% 5254

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
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

Fidelity Investments's BSMY Position: Q3 2025 in Review

Fidelity Investments sold out of Invesco BulletShares 2034 Municipal Bond ETF (BSMY) in Q3 2025, closing a stake of 1 share — an estimated $24 sold.

Fidelity Investments first reported a position in BSMY in Q2 2025 and held it in 1 quarter. The position peaked at $24 in Q2 2025. 42 funds tracked by Wall St. Rank hold BSMY as of Q3 2025.

  • Fidelity Investments reported no remaining Invesco BulletShares 2034 Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Fidelity Investments sold 1 Invesco BulletShares 2034 Municipal Bond ETF share in Q3 2025, an estimated $24.
  • Fidelity Investments first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q2 2025 and held it in 1 quarter.
  • Fidelity Investments's Invesco BulletShares 2034 Municipal Bond ETF position peaked at $24 in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q3 2025.

Based on Fidelity Investments's 13F filing for Q3 2025, filed 13 Nov 2025.