NewEdge Advisors’s Invesco BulletShares 2035 Municipal Bond ETF BSMZ Stock Holding History

NewEdge Advisors’s Portfolio BSMZ Stock Details BSMZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$333K	Buy	+13,000	New	+$331K	﹤0.01%	2414

Other funds holding BSMZ

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

NewEdge Advisors's BSMZ Position: Q2 2026 in Review

NewEdge Advisors opened a new position in Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) in Q2 2026: 13,000 shares worth $333K. The stake represents ﹤0.01% of the portfolio and ranks #2414 among its holdings.

36 funds tracked by Wall St. Rank hold BSMZ as of Q2 2026.

NewEdge Advisors held 13,000 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $333K as of Q2 2026.
Invesco BulletShares 2035 Municipal Bond ETF was a new NewEdge Advisors position in Q2 2026.
Invesco BulletShares 2035 Municipal Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2414 holding.
36 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.