LPL Financial
BSMZ

LPL Financial’s Invesco BulletShares 2035 Municipal Bond ETF BSMZ Stock Holding History

LPL Financial’s Portfolio BSMZ Stock Details BSMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.78M Buy
150,431
+137,888
+1,099% +$3.52M ﹤0.01% 2884
2025
Q4 		$319K Buy
+12,543
New +$319K ﹤0.01% 5104

Other funds holding BSMZ

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

LPL Financial's BSMZ Position: Q1 2026 in Review

LPL Financial increased its Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) stake by 1,099% in Q1 2026, buying an estimated $3.52M and bringing the position to 150,431 shares worth $3.78M. The position accounts for ﹤0.01% of the portfolio, ranked #2884.

LPL Financial first reported a position in BSMZ in Q4 2025 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold BSMZ as of Q1 2026.

  • LPL Financial held 150,431 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $3.78M as of Q1 2026.
  • LPL Financial bought 137,888 Invesco BulletShares 2035 Municipal Bond ETF shares in Q1 2026, an estimated $3.52M.
  • Invesco BulletShares 2035 Municipal Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2884 holding.
  • LPL Financial first reported a position in Invesco BulletShares 2035 Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q1 2026.

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