Raymond James Financial
BSMZ

Raymond James Financial’s Invesco BulletShares 2035 Municipal Bond ETF BSMZ Stock Holding History

Raymond James Financial’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 		$1.11M Buy
43,238
+5,206
+14% +$132K ﹤0.01% 3929
2026
Q1 		$956K Buy
38,032
+13,786
+57% +$352K ﹤0.01% 3883
2025
Q4 		$617K Buy
+24,246
New +$616K ﹤0.01% 4118

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial's BSMZ Position: Q2 2026 in Review

Raymond James Financial increased its Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) stake by 14% in Q2 2026, buying an estimated $132K and bringing the position to 43,238 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #3929.

Raymond James Financial first reported a position in BSMZ in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold BSMZ as of Q2 2026.

  • Raymond James Financial held 43,238 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $1.11M as of Q2 2026.
  • Raymond James Financial bought 5,206 Invesco BulletShares 2035 Municipal Bond ETF shares in Q2 2026, an estimated $132K.
  • Invesco BulletShares 2035 Municipal Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3929 holding.
  • Raymond James Financial first reported a position in Invesco BulletShares 2035 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.