MML Investors Services
BSMY

MML Investors Services’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

MML Investors Services’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 		$374K Buy
15,182
+4,390
+41% +$108K ﹤0.01% 2668
2026
Q1 		$262K Sell
10,792
-1,456
-12% -$35.9K ﹤0.01% 2649
2025
Q4 		$301K Buy
12,248
+601
+5% +$14.8K ﹤0.01% 2626
2025
Q3 		$283K Sell
11,647
-134
-1% -$3.19K ﹤0.01% 2569
2025
Q2 		$279K Buy
11,781
+3,130
+36% +$74K ﹤0.01% 2479
2025
Q1 		$208K Buy
8,651
+67
+0.8% +$1.64K ﹤0.01% 2537
2024
Q4 		$210K Buy
+8,584
New +$213K ﹤0.01% 2492

Other funds holding BSMY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
Lido Advisors
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
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return

MML Investors Services's BSMY Position: Q2 2026 in Review

MML Investors Services increased its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 41% in Q2 2026, buying an estimated $108K and bringing the position to 15,182 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #2668.

MML Investors Services first reported a position in BSMY in Q4 2024 and has held it in 7 quarters since. 32 funds tracked by Wall St. Rank hold BSMY as of Q2 2026.

  • MML Investors Services held 15,182 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $374K as of Q2 2026.
  • MML Investors Services bought 4,390 Invesco BulletShares 2034 Municipal Bond ETF shares in Q2 2026, an estimated $108K.
  • Invesco BulletShares 2034 Municipal Bond ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2668 holding.
  • MML Investors Services first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 32 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.