Legacy Private Trust’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

Legacy Private Trust’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	$208K	Buy	+9,154	New	+$219K	0.01%	266

Other funds holding BSMY

CIM

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

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

Legacy Private Trust's BSMY Position: Q3 2026 in Review

Legacy Private Trust opened a new position in Invesco BulletShares 2034 Municipal Bond ETF (BSMY) in Q3 2026: 9,154 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #266 among its holdings.

3 funds tracked by Wall St. Rank hold BSMY as of Q3 2026.

Legacy Private Trust held 9,154 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $208K as of Q3 2026.
Invesco BulletShares 2034 Municipal Bond ETF was a new Legacy Private Trust position in Q3 2026.
Invesco BulletShares 2034 Municipal Bond ETF made up 0.01% of Legacy Private Trust's portfolio in Q3 2026, its #266 holding.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.