Precedent Wealth Partners
BSMY icon

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

Precedent Wealth 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
2026
Q3 		$1.03M Buy
45,226
+11,052
+32% +$264K 0.16% 115
2026
Q2 		$842K Buy
34,174
+13,541
+66% +$332K 0.14% 121
2026
Q1 		$501K Hold
20,633
– – 0.1% 127
2025
Q4 		$507K Buy
20,633
+3,114
+18% +$76.6K 0.11% 127
2025
Q3 		$426K Hold
17,519
– – 0.09% 135
2025
Q2 		$415K Buy
+17,519
New +$414K 0.1% 130

Other funds holding BSMY

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Nestegg Advisors
Nestegg Advisors Hauppauge, New York $152M AUM 11.83% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
Bill Few Associates
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Precedent Wealth Partners's BSMY Position: Q3 2026 in Review

Precedent Wealth Partners increased its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 32% in Q3 2026, buying an estimated $264K and bringing the position to 45,226 shares worth $1.03M. The position accounts for 0.16% of the portfolio, ranked #115.

Precedent Wealth Partners first reported a position in BSMY in Q2 2025 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold BSMY as of Q3 2026.

  • Precedent Wealth Partners held 45,226 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $1.03M as of Q3 2026.
  • Precedent Wealth Partners bought 11,052 Invesco BulletShares 2034 Municipal Bond ETF shares in Q3 2026, an estimated $264K.
  • Invesco BulletShares 2034 Municipal Bond ETF made up 0.16% of Precedent Wealth Partners's portfolio in Q3 2026, its #115 holding.
  • Precedent Wealth Partners first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • 10 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.