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 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

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

Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

Precedent Wealth Partners's BSMY Position: Q2 2026 in Review

Precedent Wealth Partners increased its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 66% in Q2 2026, buying an estimated $332K and bringing the position to 34,174 shares worth $842K. The position accounts for 0.14% of the portfolio, ranked #121.

Precedent Wealth Partners first reported a position in BSMY in Q2 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold BSMY as of Q2 2026.

Precedent Wealth Partners held 34,174 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $842K as of Q2 2026.
Precedent Wealth Partners bought 13,541 Invesco BulletShares 2034 Municipal Bond ETF shares in Q2 2026, an estimated $332K.
Invesco BulletShares 2034 Municipal Bond ETF made up 0.14% of Precedent Wealth Partners's portfolio in Q2 2026, its #121 holding.
Precedent Wealth Partners first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
12 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.