SFA
BSMY

Sequoia Financial Advisors’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

Sequoia Financial 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 		$597K Hold
24,212
– – ﹤0.01% 1235
2026
Q1 		$587K Sell
24,212
-6,850
-22% -$169K ﹤0.01% 1178
2025
Q4 		$764K Buy
+31,062
New +$764K ﹤0.01% 1036

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
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 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

Sequoia Financial Advisors's BSMY Position: Q2 2026 in Review

Sequoia Financial Advisors held its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) position steady in Q2 2026 at 24,212 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Sequoia Financial Advisors first reported a position in BSMY in Q4 2025 and has held it in 3 quarters since. The position peaked at $764K in Q4 2025. 9 funds tracked by Wall St. Rank hold BSMY as of Q2 2026.

  • Sequoia Financial Advisors held 24,212 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $597K as of Q2 2026.
  • Sequoia Financial Advisors left its Invesco BulletShares 2034 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2034 Municipal Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1235 holding.
  • Sequoia Financial Advisors first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Sequoia Financial Advisors's Invesco BulletShares 2034 Municipal Bond ETF position peaked at $764K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.