HighTower Advisors
BSMZ

HighTower Advisors’s Invesco BulletShares 2035 Municipal Bond ETF BSMZ Stock Holding History

HighTower Advisors’s Portfolio BSMZ Stock Details BSMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.59M Buy
61,839
+21,625
+54% +$550K ﹤0.01% 1919
2026
Q1 		$1.01M Buy
+40,214
New +$1.03M ﹤0.01% 2173

Other funds holding BSMZ

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors's BSMZ Position: Q2 2026 in Review

HighTower Advisors increased its Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) stake by 54% in Q2 2026, buying an estimated $550K and bringing the position to 61,839 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

HighTower Advisors first reported a position in BSMZ in Q1 2026 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold BSMZ as of Q2 2026.

  • HighTower Advisors held 61,839 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $1.59M as of Q2 2026.
  • HighTower Advisors bought 21,625 Invesco BulletShares 2035 Municipal Bond ETF shares in Q2 2026, an estimated $550K.
  • Invesco BulletShares 2035 Municipal Bond ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1919 holding.
  • HighTower Advisors first reported a position in Invesco BulletShares 2035 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q2 2026.

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