RFP
BSMY

Root Financial Partners’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

Root Financial 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
Q1 		$3.27K Buy
+135
New +$3.33K ﹤0.01% 2119

Other funds holding BSMY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Root Financial Partners's BSMY Position: Q1 2026 in Review

Root Financial Partners opened a new position in Invesco BulletShares 2034 Municipal Bond ETF (BSMY) in Q1 2026: 135 shares worth $3.27K. The stake represents ﹤0.01% of the portfolio and ranks #2119 among its holdings.

45 funds tracked by Wall St. Rank hold BSMY as of Q1 2026.

  • Root Financial Partners held 135 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $3.27K as of Q1 2026.
  • Invesco BulletShares 2034 Municipal Bond ETF was a new Root Financial Partners position in Q1 2026.
  • Invesco BulletShares 2034 Municipal Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2119 holding.
  • 45 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.