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 Q3	$106K	Hold	4,662	–	–	﹤0.01%	1211
2026 Q2	$115K	Hold	4,662	–	–	﹤0.01%	1112
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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

BCS Wealth Management Johnson City, Tennessee $563M AUM 12.49% 1-Year Est. Return

Nestegg Advisors Hauppauge, New York $152M AUM 11.83% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Larson Financial Group's BSMY Position: Q3 2026 in Review

Larson Financial Group held its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) position steady in Q3 2026 at 4,662 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Larson Financial Group first reported a position in BSMY in Q1 2025 and has held it in 7 quarters since. The position peaked at $115K in Q2 2026. 29 funds tracked by Wall St. Rank hold BSMY as of Q3 2026.

Larson Financial Group held 4,662 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $106K as of Q3 2026.
Larson Financial Group left its Invesco BulletShares 2034 Municipal Bond ETF share count unchanged in Q3 2026.
Invesco BulletShares 2034 Municipal Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1211 holding.
Larson Financial Group first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q1 2025 and has held it in 7 quarters since.
Larson Financial Group's Invesco BulletShares 2034 Municipal Bond ETF position peaked at $115K in Q2 2026.
29 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.