SWA
BSMY

Sax Wealth Advisors’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

Sax Wealth Advisors’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 		$403K Buy
+16,633
New +$408K 0.02% 389

Other funds holding BSMY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

Sax Wealth Advisors's BSMY Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in Invesco BulletShares 2034 Municipal Bond ETF (BSMY) in Q2 2026: 16,633 shares worth $403K. The stake represents 0.02% of the portfolio and ranks #389 among its holdings.

9 funds tracked by Wall St. Rank hold BSMY as of Q2 2026.

  • Sax Wealth Advisors held 16,633 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $403K as of Q2 2026.
  • Invesco BulletShares 2034 Municipal Bond ETF was a new Sax Wealth Advisors position in Q2 2026.
  • Invesco BulletShares 2034 Municipal Bond ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #389 holding.
  • 9 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.