OP
BSMY

ORG Partners’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

ORG Partners’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
2025
Q4 		$143K Hold
5,800
– – 0.03% 384
2025
Q3 		$141K Buy
+5,800
New +$138K 0.03% 395

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
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
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ORG Partners's BSMY Position: Q4 2025 in Review

ORG Partners held its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) position steady in Q4 2025 at 5,800 shares worth $143K. The position accounts for 0.03% of the portfolio, ranked #384.

ORG Partners first reported a position in BSMY in Q3 2025 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold BSMY as of Q4 2025.

  • ORG Partners held 5,800 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $143K as of Q4 2025.
  • ORG Partners left its Invesco BulletShares 2034 Municipal Bond ETF share count unchanged in Q4 2025.
  • Invesco BulletShares 2034 Municipal Bond ETF made up 0.03% of ORG Partners's portfolio in Q4 2025, its #384 holding.
  • ORG Partners first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.