KFI
BSMY

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
Q2 		$878K Buy
35,620
+4,025
+13% +$98.7K 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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Key Financial Inc's BSMY Position: Q2 2026 in Review

Key Financial Inc increased its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 13% in Q2 2026, buying an estimated $98.7K and bringing the position to 35,620 shares worth $878K. The position accounts for 0.14% of the portfolio, ranked #127.

Key Financial Inc first reported a position in BSMY in Q3 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold BSMY as of Q2 2026.

  • Key Financial Inc held 35,620 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $878K as of Q2 2026.
  • Key Financial Inc bought 4,025 Invesco BulletShares 2034 Municipal Bond ETF shares in Q2 2026, an estimated $98.7K.
  • Invesco BulletShares 2034 Municipal Bond ETF made up 0.14% of Key Financial Inc's portfolio in Q2 2026, its #127 holding.
  • Key Financial Inc first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 18 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.