Key Financial Inc’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

Key Financial Inc’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 Q3	$881K	Buy	38,763 +3,143	+9%	+$75.1K	0.14%	130
2026 Q2	$878K	Buy	35,620 +4,025	+13%	+$98.6K	0.14%	127
2026 Q1	$766K	Buy	31,595 +7,235	+30%	+$179K	0.14%	141
2025 Q4	$599K	Buy	24,360 +19,635	+416%	+$483K	0.11%	154
2025 Q3	$115K	Buy	+4,725	New	+$113K	0.02%	373

Other funds holding BSMY

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

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

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

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

BCS Wealth Management Johnson City, Tennessee $563M AUM 12.49% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Nestegg Advisors Hauppauge, New York $152M AUM 11.83% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Key Financial Inc's BSMY Position: Q3 2026 in Review

Key Financial Inc increased its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 8.8% in Q3 2026, buying an estimated $75.1K and bringing the position to 38,763 shares worth $881K. The position accounts for 0.14% of the portfolio, ranked #130.

Key Financial Inc first reported a position in BSMY in Q3 2025 and has held it in 5 quarters since. 32 funds tracked by Wall St. Rank hold BSMY as of Q3 2026.

Key Financial Inc held 38,763 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $881K as of Q3 2026.
Key Financial Inc bought 3,143 Invesco BulletShares 2034 Municipal Bond ETF shares in Q3 2026, an estimated $75.1K.
Invesco BulletShares 2034 Municipal Bond ETF made up 0.14% of Key Financial Inc's portfolio in Q3 2026, its #130 holding.
Key Financial Inc first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q3 2025 and has held it in 5 quarters since.
32 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.