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 Q2	$6.88M	Buy	279,144 +29,968	+12%	+$734K	﹤0.01%	2500
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 St Petersburg, Florida $369B AUM 28.27% 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 $5.99B AUM 23.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EFP

Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial's BSMY Position: Q2 2026 in Review

LPL Financial increased its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 12% in Q2 2026, buying an estimated $734K and bringing the position to 279,144 shares worth $6.88M. The position accounts for ﹤0.01% of the portfolio, ranked #2500.

LPL Financial first reported a position in BSMY in Q4 2024 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold BSMY as of Q2 2026.

LPL Financial held 279,144 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $6.88M as of Q2 2026.
LPL Financial bought 29,968 Invesco BulletShares 2034 Municipal Bond ETF shares in Q2 2026, an estimated $734K.
Invesco BulletShares 2034 Municipal Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2500 holding.
LPL Financial first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
54 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.