Kestra Advisory Services’s Invesco BulletShares 2035 Municipal Bond ETF BSMZ Stock Holding History

Kestra Advisory Services’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	$729K	Buy	30,958 +9,215	+42%	+$228K	﹤0.01%	2179
2026 Q2	$557K	Buy	21,743 +2,164	+11%	+$55K	﹤0.01%	2258
2026 Q1	$492K	Buy	19,579 +16,079	+459%	+$411K	﹤0.01%	2240
2025 Q4	$89K	Buy	+3,500	New	+$88.9K	﹤0.01%	3523

Other funds holding BSMZ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return

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

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

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

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Kestra Advisory Services's BSMZ Position: Q3 2026 in Review

Kestra Advisory Services increased its Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) stake by 42% in Q3 2026, buying an estimated $228K and bringing the position to 30,958 shares worth $729K. The position accounts for ﹤0.01% of the portfolio, ranked #2179.

Kestra Advisory Services first reported a position in BSMZ in Q4 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold BSMZ as of Q3 2026.

Kestra Advisory Services held 30,958 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $729K as of Q3 2026.
Kestra Advisory Services bought 9,215 Invesco BulletShares 2035 Municipal Bond ETF shares in Q3 2026, an estimated $228K.
Invesco BulletShares 2035 Municipal Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2179 holding.
Kestra Advisory Services first reported a position in Invesco BulletShares 2035 Municipal Bond ETF in Q4 2025 and has held it in 4 quarters since.
19 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.