Larson Financial Group’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

Larson Financial Group’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	$113K	Hold	4,662	–	–	﹤0.01%	938
2025 Q4	$115K	Hold	4,662	–	–	﹤0.01%	885
2025 Q3	$113K	Hold	4,662	–	–	﹤0.01%	862
2025 Q2	$111K	Hold	4,662	–	–	﹤0.01%	821
2025 Q1	$112K	Buy	+4,662	New	+$114K	0.01%	768

Other funds holding BSMY

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 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 $18.1B AUM 24.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Larson Financial Group's BSMY Position: Q1 2026 in Review

Larson Financial Group held its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) position steady in Q1 2026 at 4,662 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Larson Financial Group first reported a position in BSMY in Q1 2025 and has held it in 5 quarters since. The position peaked at $115K in Q4 2025. 45 funds tracked by Wall St. Rank hold BSMY as of Q1 2026.

Larson Financial Group held 4,662 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $113K as of Q1 2026.
Larson Financial Group left its Invesco BulletShares 2034 Municipal Bond ETF share count unchanged in Q1 2026.
Invesco BulletShares 2034 Municipal Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #938 holding.
Larson Financial Group first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
Larson Financial Group's Invesco BulletShares 2034 Municipal Bond ETF position peaked at $115K in Q4 2025.
45 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.