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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

Raymond James Financial's BSMZ Position: Q1 2026 in Review

Raymond James Financial increased its Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) stake by 57% in Q1 2026, buying an estimated $352K and bringing the position to 38,032 shares worth $956K. The position accounts for ﹤0.01% of the portfolio, ranked #3883.

Raymond James Financial first reported a position in BSMZ in Q4 2025 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold BSMZ as of Q1 2026.

  • Raymond James Financial held 38,032 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $956K as of Q1 2026.
  • Raymond James Financial bought 13,786 Invesco BulletShares 2035 Municipal Bond ETF shares in Q1 2026, an estimated $352K.
  • Invesco BulletShares 2035 Municipal Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3883 holding.
  • Raymond James Financial first reported a position in Invesco BulletShares 2035 Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.