IFP Advisors
BSMY icon

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

IFP 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
Q3 		$89.7K Hold
3,950
– – ﹤0.01% 2033
2026
Q2 		$97.4K Buy
3,950
+450
+13% +$11K ﹤0.01% 1994
2026
Q1 		$84.9K Hold
3,500
– – ﹤0.01% 1952
2025
Q4 		$86K Buy
+3,500
New +$86.1K ﹤0.01% 1887

Other funds holding BSMY

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Nestegg Advisors
Nestegg Advisors Hauppauge, New York $152M AUM 11.83% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
Bill Few Associates
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

IFP Advisors's BSMY Position: Q3 2026 in Review

IFP Advisors held its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) position steady in Q3 2026 at 3,950 shares worth $89.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

IFP Advisors first reported a position in BSMY in Q4 2025 and has held it in 4 quarters since. The position peaked at $97.4K in Q2 2026. 10 funds tracked by Wall St. Rank hold BSMY as of Q3 2026.

  • IFP Advisors held 3,950 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $89.7K as of Q3 2026.
  • IFP Advisors left its Invesco BulletShares 2034 Municipal Bond ETF share count unchanged in Q3 2026.
  • Invesco BulletShares 2034 Municipal Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2033 holding.
  • IFP Advisors first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • IFP Advisors's Invesco BulletShares 2034 Municipal Bond ETF position peaked at $97.4K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.