HighTower Advisors
BSMY

HighTower Advisors’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

HighTower Advisors’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 		$2.12M Buy
87,278
+44,730
+105% +$1.1M ﹤0.01% 1682
2025
Q4 		$1.05M Buy
42,548
+10,770
+34% +$265K ﹤0.01% 2080
2025
Q3 		$773K Buy
31,778
+15,191
+92% +$362K ﹤0.01% 2289
2025
Q2 		$393K Buy
16,587
+2,468
+17% +$58.4K ﹤0.01% 2717
2025
Q1 		$339K Buy
+14,119
New +$346K ﹤0.01% 2760

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

HighTower Advisors's BSMY Position: Q1 2026 in Review

HighTower Advisors increased its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 105% in Q1 2026, buying an estimated $1.1M and bringing the position to 87,278 shares worth $2.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

HighTower Advisors 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.

  • HighTower Advisors held 87,278 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $2.12M as of Q1 2026.
  • HighTower Advisors bought 44,730 Invesco BulletShares 2034 Municipal Bond ETF shares in Q1 2026, an estimated $1.1M.
  • Invesco BulletShares 2034 Municipal Bond ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1682 holding.
  • HighTower Advisors 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 HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.