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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 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
Bank of America
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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. 54 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.
  • 54 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.