KAS
BSMY

Kestra Advisory Services’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

Kestra Advisory Services’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
Q1 		$1.68M Buy
69,258
+18,104
+35% +$447K 0.01% 1417
2025
Q4 		$1.26M Buy
51,154
+14,786
+41% +$364K 0.01% 1494
2025
Q3 		$885K Buy
36,368
+15,729
+76% +$375K ﹤0.01% 1667
2025
Q2 		$489K Buy
20,639
+7,596
+58% +$180K ﹤0.01% 1972
2025
Q1 		$314K Buy
+13,043
New +$319K ﹤0.01% 2143

Other funds holding BSMY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kestra Advisory Services's BSMY Position: Q1 2026 in Review

Kestra Advisory Services increased its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 35% in Q1 2026, buying an estimated $447K and bringing the position to 69,258 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #1417.

Kestra Advisory Services first reported a position in BSMY in Q1 2025 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold BSMY as of Q1 2026.

  • Kestra Advisory Services held 69,258 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $1.68M as of Q1 2026.
  • Kestra Advisory Services bought 18,104 Invesco BulletShares 2034 Municipal Bond ETF shares in Q1 2026, an estimated $447K.
  • Invesco BulletShares 2034 Municipal Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1417 holding.
  • Kestra Advisory Services first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 45 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.