Root Financial Partners’s Invesco BulletShares 2035 Municipal Bond ETF BSMZ Stock Holding History

Root Financial Partners’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	$3.32K	Buy	+132	New	+$3.37K	﹤0.01%	2115

Other funds holding BSMZ

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Root Financial Partners opened a new position in Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) in Q1 2026: 132 shares worth $3.32K. The stake represents ﹤0.01% of the portfolio and ranks #2115 among its holdings.

29 funds tracked by Wall St. Rank hold BSMZ as of Q1 2026.

Root Financial Partners held 132 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $3.32K as of Q1 2026.
Invesco BulletShares 2035 Municipal Bond ETF was a new Root Financial Partners position in Q1 2026.
Invesco BulletShares 2035 Municipal Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2115 holding.
29 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q1 2026.

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