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
Q2 		– Sell
-135
Closed -$3.27K – 3356
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 $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $5.99B AUM 23.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

Root Financial Partners's BSMY Position: Q2 2026 in Review

Root Financial Partners sold out of Invesco BulletShares 2034 Municipal Bond ETF (BSMY) in Q2 2026, closing a stake of 135 shares — an estimated $3.27K sold.

Root Financial Partners first reported a position in BSMY in Q1 2026 and held it in 1 quarter. The position peaked at $3.27K in Q1 2026. 53 funds tracked by Wall St. Rank hold BSMY as of Q2 2026.

  • Root Financial Partners reported no remaining Invesco BulletShares 2034 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 135 Invesco BulletShares 2034 Municipal Bond ETF shares in Q2 2026, an estimated $3.27K.
  • Root Financial Partners first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Invesco BulletShares 2034 Municipal Bond ETF position peaked at $3.27K in Q1 2026.
  • 53 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.