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
Q2 		$4.63M Buy
180,678
+30,247
+20% +$769K ﹤0.01% 2875
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 $5.99B AUM 23.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial's BSMZ Position: Q2 2026 in Review

LPL Financial increased its Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) stake by 20% in Q2 2026, buying an estimated $769K and bringing the position to 180,678 shares worth $4.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2875.

LPL Financial first reported a position in BSMZ in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold BSMZ as of Q2 2026.

  • LPL Financial held 180,678 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $4.63M as of Q2 2026.
  • LPL Financial bought 30,247 Invesco BulletShares 2035 Municipal Bond ETF shares in Q2 2026, an estimated $769K.
  • Invesco BulletShares 2035 Municipal Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2875 holding.
  • LPL Financial first reported a position in Invesco BulletShares 2035 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q2 2026.

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