Sterling Financial Group’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

Sterling Financial Group’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
2025 Q3	$756K	Buy	+31,062	New	+$740K	0.24%	39

Other funds holding BSMY

CIM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EFP

Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return

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

MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

Sterling Financial Group's BSMY Position: Q3 2025 in Review

Sterling Financial Group opened a new position in Invesco BulletShares 2034 Municipal Bond ETF (BSMY) in Q3 2025: 31,062 shares worth $756K. The stake represents 0.24% of the portfolio and ranks #39 among its holdings.

42 funds tracked by Wall St. Rank hold BSMY as of Q3 2025.

Sterling Financial Group held 31,062 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $756K as of Q3 2025.
Invesco BulletShares 2034 Municipal Bond ETF was a new Sterling Financial Group position in Q3 2025.
Invesco BulletShares 2034 Municipal Bond ETF made up 0.24% of Sterling Financial Group's portfolio in Q3 2025, its #39 holding.
42 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.