IA
BSMZ

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
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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

IFP Advisors's BSMZ Position: Q2 2026 in Review

IFP Advisors increased its Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) stake by 29% in Q2 2026, buying an estimated $132K and bringing the position to 23,200 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #965.

IFP Advisors first reported a position in BSMZ in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold BSMZ as of Q2 2026.

  • IFP Advisors held 23,200 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $595K as of Q2 2026.
  • IFP Advisors bought 5,200 Invesco BulletShares 2035 Municipal Bond ETF shares in Q2 2026, an estimated $132K.
  • Invesco BulletShares 2035 Municipal Bond ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #965 holding.
  • IFP Advisors first reported a position in Invesco BulletShares 2035 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.