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BSMY

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

Nestegg 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 		$3.06M Buy
124,044
+45,585
+58% +$1.12M 2.16% 12
2026
Q1 		$1.9M Buy
78,459
+21,610
+38% +$533K 1.67% 12
2025
Q4 		$1.4M Buy
+56,849
New +$1.4M 1.19% 15

Other funds holding BSMY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

Nestegg Advisors's BSMY Position: Q2 2026 in Review

Nestegg Advisors increased its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 58% in Q2 2026, buying an estimated $1.12M and bringing the position to 124,044 shares worth $3.06M. The position accounts for 2.16% of the portfolio, ranked #12.

Nestegg Advisors first reported a position in BSMY in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold BSMY as of Q2 2026.

  • Nestegg Advisors held 124,044 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $3.06M as of Q2 2026.
  • Nestegg Advisors bought 45,585 Invesco BulletShares 2034 Municipal Bond ETF shares in Q2 2026, an estimated $1.12M.
  • Invesco BulletShares 2034 Municipal Bond ETF made up 2.16% of Nestegg Advisors's portfolio in Q2 2026, its #12 holding.
  • Nestegg Advisors first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q2 2026.

Based on Nestegg Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.