RFP
BSMZ

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
Q2 		– Sell
-132
Closed -$3.32K – 3453
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
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Root Financial Partners sold out of Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) in Q2 2026, closing a stake of 132 shares — an estimated $3.32K sold.

Root Financial Partners first reported a position in BSMZ in Q1 2026 and held it in 1 quarter. The position peaked at $3.32K in Q1 2026. 35 funds tracked by Wall St. Rank hold BSMZ as of Q2 2026.

  • Root Financial Partners reported no remaining Invesco BulletShares 2035 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 132 Invesco BulletShares 2035 Municipal Bond ETF shares in Q2 2026, an estimated $3.32K.
  • Root Financial Partners first reported a position in Invesco BulletShares 2035 Municipal Bond ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Invesco BulletShares 2035 Municipal Bond ETF position peaked at $3.32K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q2 2026.

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