Jane Street
BSMZ

Jane Street’s Invesco BulletShares 2035 Municipal Bond ETF BSMZ Stock Holding History

Jane Street’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
Q1 		$1.02M Sell
40,599
-26,159
-39% -$668K ﹤0.01% 6458
2025
Q4 		$1.7M Buy
66,758
+30,774
+86% +$782K ﹤0.01% 5123
2025
Q3 		$904K Buy
+35,984
New +$903K ﹤0.01% 6530

Other funds holding BSMZ

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Jane Street's BSMZ Position: Q1 2026 in Review

Jane Street reduced its Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) stake by 39% in Q1 2026, selling an estimated $668K and leaving 40,599 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #6458.

Jane Street first reported a position in BSMZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.7M in Q4 2025. 29 funds tracked by Wall St. Rank hold BSMZ as of Q1 2026.

  • Jane Street held 40,599 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $1.02M as of Q1 2026.
  • Jane Street sold 26,159 Invesco BulletShares 2035 Municipal Bond ETF shares in Q1 2026, an estimated $668K.
  • Invesco BulletShares 2035 Municipal Bond ETF made up ﹤0.01% of Jane Street's portfolio in Q1 2026, its #6458 holding.
  • Jane Street first reported a position in Invesco BulletShares 2035 Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Jane Street's Invesco BulletShares 2035 Municipal Bond ETF position peaked at $1.7M in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q1 2026.

Based on Jane Street's 13F filing for Q1 2026, filed 12 May 2026.