J.W. Cole Advisors’s Invesco BulletShares 2035 Municipal Bond ETF BSMZ Stock Holding History

J.W. Cole 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	$247K	Buy	+9,636	New	+$245K	﹤0.01%	1384

Other funds holding BSMZ

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

J.W. Cole Advisors's BSMZ Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) in Q2 2026: 9,636 shares worth $247K. The stake represents ﹤0.01% of the portfolio and ranks #1384 among its holdings.

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

J.W. Cole Advisors held 9,636 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $247K as of Q2 2026.
Invesco BulletShares 2035 Municipal Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
Invesco BulletShares 2035 Municipal Bond ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1384 holding.
14 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.