KFI
BSMZ

Key Financial Inc’s Invesco BulletShares 2035 Municipal Bond ETF BSMZ Stock Holding History

Key Financial Inc’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
Q2 		$868K Buy
33,875
+3,340
+11% +$85K 0.14% 128
2026
Q1 		$767K Buy
30,535
+6,985
+30% +$178K 0.14% 139
2025
Q4 		$599K Buy
+23,550
New +$598K 0.11% 153

Other funds holding BSMZ

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Key Financial Inc increased its Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) stake by 11% in Q2 2026, buying an estimated $85K and bringing the position to 33,875 shares worth $868K. The position accounts for 0.14% of the portfolio, ranked #128.

Key Financial Inc first reported a position in BSMZ in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold BSMZ as of Q2 2026.

  • Key Financial Inc held 33,875 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $868K as of Q2 2026.
  • Key Financial Inc bought 3,340 Invesco BulletShares 2035 Municipal Bond ETF shares in Q2 2026, an estimated $85K.
  • Invesco BulletShares 2035 Municipal Bond ETF made up 0.14% of Key Financial Inc's portfolio in Q2 2026, its #128 holding.
  • Key Financial Inc first reported a position in Invesco BulletShares 2035 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q2 2026.

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