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 Q2	$1.27M	Buy	51,523 +3,902	+8%	+$95.6K	0.08%	234
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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

MONECO Advisors's BSMY Position: Q2 2026 in Review

MONECO Advisors increased its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 8.2% in Q2 2026, buying an estimated $95.6K and bringing the position to 51,523 shares worth $1.27M. The position accounts for 0.08% of the portfolio, ranked #234.

MONECO Advisors 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.

MONECO Advisors held 51,523 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $1.27M as of Q2 2026.
MONECO Advisors bought 3,902 Invesco BulletShares 2034 Municipal Bond ETF shares in Q2 2026, an estimated $95.6K.
Invesco BulletShares 2034 Municipal Bond ETF made up 0.08% of MONECO Advisors's portfolio in Q2 2026, its #234 holding.
MONECO Advisors 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 MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.