Osaic Holdings
BSMZ

Osaic Holdings’s Invesco BulletShares 2035 Municipal Bond ETF BSMZ Stock Holding History

Osaic Holdings’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 		$913K Buy
35,592
+23,192
+187% +$590K ﹤0.01% 3099
2026
Q1 		$312K Buy
+12,400
New +$317K ﹤0.01% 3791

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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings's BSMZ Position: Q2 2026 in Review

Osaic Holdings increased its Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) stake by 187% in Q2 2026, buying an estimated $590K and bringing the position to 35,592 shares worth $913K. The position accounts for ﹤0.01% of the portfolio, ranked #3099.

Osaic Holdings first reported a position in BSMZ in Q1 2026 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold BSMZ as of Q2 2026.

  • Osaic Holdings held 35,592 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $913K as of Q2 2026.
  • Osaic Holdings bought 23,192 Invesco BulletShares 2035 Municipal Bond ETF shares in Q2 2026, an estimated $590K.
  • Invesco BulletShares 2035 Municipal Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3099 holding.
  • Osaic Holdings first reported a position in Invesco BulletShares 2035 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.