KOC
BSMZ

Koss-Olinger Consulting’s Invesco BulletShares 2035 Municipal Bond ETF BSMZ Stock Holding History

Koss-Olinger Consulting’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
Q1 		– Sell
-22,758
Closed -$579K – 291
2025
Q4 		$579K Buy
+22,758
New +$578K 0.04% 149

Other funds holding BSMZ

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Koss-Olinger Consulting sold out of Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) in Q1 2026, closing a stake of 22,758 shares — an estimated $579K sold.

Koss-Olinger Consulting first reported a position in BSMZ in Q4 2025 and held it in 1 quarter. The position peaked at $579K in Q4 2025. 29 funds tracked by Wall St. Rank hold BSMZ as of Q1 2026.

  • Koss-Olinger Consulting reported no remaining Invesco BulletShares 2035 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Koss-Olinger Consulting sold 22,758 Invesco BulletShares 2035 Municipal Bond ETF shares in Q1 2026, an estimated $579K.
  • Koss-Olinger Consulting first reported a position in Invesco BulletShares 2035 Municipal Bond ETF in Q4 2025 and held it in 1 quarter.
  • Koss-Olinger Consulting's Invesco BulletShares 2035 Municipal Bond ETF position peaked at $579K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q1 2026.

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