KOC
BSMY

Koss-Olinger Consulting’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

Koss-Olinger Consulting’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
Q1 		– Sell
-22,510
Closed -$553K – 289
2025
Q4 		$553K Hold
22,510
– – 0.04% 154
2025
Q3 		$534K Hold
22,510
– – 0.04% 194
2025
Q2 		$534K Buy
+22,510
New +$533K 0.04% 195

Other funds holding BSMY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Koss-Olinger Consulting's BSMY Position: Q1 2026 in Review

Koss-Olinger Consulting sold out of Invesco BulletShares 2034 Municipal Bond ETF (BSMY) in Q1 2026, closing a stake of 22,510 shares — an estimated $553K sold.

Koss-Olinger Consulting first reported a position in BSMY in Q2 2025 and held it in 3 quarters. The position peaked at $553K in Q4 2025. 45 funds tracked by Wall St. Rank hold BSMY as of Q1 2026.

  • Koss-Olinger Consulting reported no remaining Invesco BulletShares 2034 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Koss-Olinger Consulting sold 22,510 Invesco BulletShares 2034 Municipal Bond ETF shares in Q1 2026, an estimated $553K.
  • Koss-Olinger Consulting first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q2 2025 and held it in 3 quarters.
  • Koss-Olinger Consulting's Invesco BulletShares 2034 Municipal Bond ETF position peaked at $553K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.