Key Financial Inc
BSMZ icon

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
Q3 		$884K Buy
37,550
+3,675
+11% +$91.1K 0.14% 128
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Tassel Capital Management
Tassel Capital Management Matthews, North Carolina $202M AUM 9.17% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

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

Key Financial Inc increased its Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) stake by 11% in Q3 2026, buying an estimated $91.1K and bringing the position to 37,550 shares worth $884K. 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 4 quarters since. 19 funds tracked by Wall St. Rank hold BSMZ as of Q3 2026.

  • Key Financial Inc held 37,550 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $884K as of Q3 2026.
  • Key Financial Inc bought 3,675 Invesco BulletShares 2035 Municipal Bond ETF shares in Q3 2026, an estimated $91.1K.
  • Invesco BulletShares 2035 Municipal Bond ETF made up 0.14% of Key Financial Inc's portfolio in Q3 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 4 quarters since.
  • 19 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q3 2026.

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