LPL Financial
BSMY

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

LPL Financial’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 		$6.04M Sell
249,176
-16,807
-6% -$415K ﹤0.01% 2455
2025
Q4 		$6.54M Buy
265,983
+4,711
+2% +$116K ﹤0.01% 2305
2025
Q3 		$6.36M Buy
261,272
+32,837
+14% +$782K ﹤0.01% 2262
2025
Q2 		$5.42M Sell
228,435
-10,836
-5% -$256K ﹤0.01% 2239
2025
Q1 		$5.75M Buy
239,271
+194,083
+430% +$4.75M ﹤0.01% 2038
2024
Q4 		$1.11M Buy
+45,188
New +$1.12M ﹤0.01% 3410

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial's BSMY Position: Q1 2026 in Review

LPL Financial reduced its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 6.3% in Q1 2026, selling an estimated $415K and leaving 249,176 shares worth $6.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2455.

LPL Financial first reported a position in BSMY in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.54M in Q4 2025. 45 funds tracked by Wall St. Rank hold BSMY as of Q1 2026.

  • LPL Financial held 249,176 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $6.04M as of Q1 2026.
  • LPL Financial sold 16,807 Invesco BulletShares 2034 Municipal Bond ETF shares in Q1 2026, an estimated $415K.
  • Invesco BulletShares 2034 Municipal Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2455 holding.
  • LPL Financial first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • LPL Financial's Invesco BulletShares 2034 Municipal Bond ETF position peaked at $6.54M in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.