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
Q2 		$2.99M Buy
121,349
+34,071
+39% +$835K ﹤0.01% 1537
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 $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
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
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
Bank of America
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

HighTower Advisors's BSMY Position: Q2 2026 in Review

HighTower Advisors increased its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 39% in Q2 2026, buying an estimated $835K and bringing the position to 121,349 shares worth $2.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

HighTower Advisors first reported a position in BSMY in Q1 2025 and has held it in 6 quarters since. 54 funds tracked by Wall St. Rank hold BSMY as of Q2 2026.

  • HighTower Advisors held 121,349 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $2.99M as of Q2 2026.
  • HighTower Advisors bought 34,071 Invesco BulletShares 2034 Municipal Bond ETF shares in Q2 2026, an estimated $835K.
  • Invesco BulletShares 2034 Municipal Bond ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1537 holding.
  • HighTower Advisors first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 54 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.