Root Financial Partners
BSMY icon

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
Q3 		$3.07K Buy
+135
New +$3.23K ﹤0.01% 2432
2026
Q2 		– Sell
-135
Closed -$3.28K – 3356
2026
Q1 		$3.28K Buy
+135
New +$3.33K ﹤0.01% 2119

Other funds holding BSMY

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BCS Wealth Management
BCS Wealth Management Johnson City, Tennessee $563M AUM 12.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Nestegg Advisors
Nestegg Advisors Hauppauge, New York $152M AUM 11.83% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Root Financial Partners's BSMY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Invesco BulletShares 2034 Municipal Bond ETF (BSMY) in Q3 2026: 135 shares worth $3.07K. The stake represents ﹤0.01% of the portfolio and ranks #2432 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BSMY as recently as Q1 2026.

Root Financial Partners first reported a position in BSMY in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.28K in Q1 2026. 47 funds tracked by Wall St. Rank hold BSMY as of Q3 2026.

  • Root Financial Partners held 135 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $3.07K as of Q3 2026.
  • Invesco BulletShares 2034 Municipal Bond ETF was a new Root Financial Partners position in Q3 2026.
  • Invesco BulletShares 2034 Municipal Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2432 holding.
  • Root Financial Partners first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Invesco BulletShares 2034 Municipal Bond ETF position peaked at $3.28K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q3 2026.

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