IA
BSMZ

IFG Advisory’s Invesco BulletShares 2035 Municipal Bond ETF BSMZ Stock Holding History

IFG Advisory’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 		$151K Buy
+5,900
New +$150K 0.01% 955

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

IFG Advisory's BSMZ Position: Q2 2026 in Review

IFG Advisory opened a new position in Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) in Q2 2026: 5,900 shares worth $151K. The stake represents 0.01% of the portfolio and ranks #955 among its holdings.

36 funds tracked by Wall St. Rank hold BSMZ as of Q2 2026.

  • IFG Advisory held 5,900 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $151K as of Q2 2026.
  • Invesco BulletShares 2035 Municipal Bond ETF was a new IFG Advisory position in Q2 2026.
  • Invesco BulletShares 2035 Municipal Bond ETF made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #955 holding.
  • 36 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.