MA
BSMY

MONECO Advisors’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

MONECO Advisors’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 		$1.16M Buy
47,621
+1,501
+3% +$37.1K 0.09% 198
2025
Q4 		$1.13M Buy
46,120
+1,726
+4% +$42.5K 0.09% 196
2025
Q3 		$1.08M Buy
44,394
+15,647
+54% +$373K 0.09% 195
2025
Q2 		$682K Sell
28,747
-6,942
-19% -$164K 0.06% 237
2025
Q1 		$858K Buy
35,689
+8,010
+29% +$196K 0.09% 198
2024
Q4 		$678K Buy
+27,679
New +$685K 0.07% 230

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

MONECO Advisors's BSMY Position: Q1 2026 in Review

MONECO Advisors increased its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 3.3% in Q1 2026, buying an estimated $37.1K and bringing the position to 47,621 shares worth $1.16M. The position accounts for 0.09% of the portfolio, ranked #198.

MONECO Advisors first reported a position in BSMY in Q4 2024 and has held it in 6 quarters since. 45 funds tracked by Wall St. Rank hold BSMY as of Q1 2026.

  • MONECO Advisors held 47,621 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $1.16M as of Q1 2026.
  • MONECO Advisors bought 1,501 Invesco BulletShares 2034 Municipal Bond ETF shares in Q1 2026, an estimated $37.1K.
  • Invesco BulletShares 2034 Municipal Bond ETF made up 0.09% of MONECO Advisors's portfolio in Q1 2026, its #198 holding.
  • MONECO Advisors first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 45 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.