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

IFP 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 Q3	$1.2M	Buy	51,200 +28,000	+121%	+$694K	0.02%	696
2026 Q2	$595K	Buy	23,200 +5,200	+29%	+$132K	0.01%	965
2026 Q1	$452K	Buy	+18,000	New	+$460K	0.01%	1014

Other funds holding BSMZ

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Tassel Capital Management Matthews, North Carolina $202M AUM 9.17% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

IFP Advisors's BSMZ Position: Q3 2026 in Review

IFP Advisors increased its Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) stake by 121% in Q3 2026, buying an estimated $694K and bringing the position to 51,200 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #696.

IFP Advisors first reported a position in BSMZ in Q1 2026 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold BSMZ as of Q3 2026.

IFP Advisors held 51,200 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $1.2M as of Q3 2026.
IFP Advisors bought 28,000 Invesco BulletShares 2035 Municipal Bond ETF shares in Q3 2026, an estimated $694K.
Invesco BulletShares 2035 Municipal Bond ETF made up 0.02% of IFP Advisors's portfolio in Q3 2026, its #696 holding.
IFP Advisors first reported a position in Invesco BulletShares 2035 Municipal Bond ETF in Q1 2026 and has held it in 3 quarters since.
7 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q3 2026.

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