Stifel Financial
BSMY

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

Stifel Financial’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
Q1 		$1.52M Buy
62,546
+9,293
+17% +$229K ﹤0.01% 2154
2025
Q4 		$1.31M Buy
53,253
+5,372
+11% +$132K ﹤0.01% 2262
2025
Q3 		$1.16M Buy
47,881
+21,305
+80% +$507K ﹤0.01% 2302
2025
Q2 		$630K Buy
26,576
+16,130
+154% +$382K ﹤0.01% 2627
2025
Q1 		$251K Buy
+10,446
New +$256K ﹤0.01% 3073

Other funds holding BSMY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stifel Financial's BSMY Position: Q1 2026 in Review

Stifel Financial increased its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 17% in Q1 2026, buying an estimated $229K and bringing the position to 62,546 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #2154.

Stifel Financial first reported a position in BSMY in Q1 2025 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold BSMY as of Q1 2026.

  • Stifel Financial held 62,546 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $1.52M as of Q1 2026.
  • Stifel Financial bought 9,293 Invesco BulletShares 2034 Municipal Bond ETF shares in Q1 2026, an estimated $229K.
  • Invesco BulletShares 2034 Municipal Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2154 holding.
  • Stifel Financial first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 45 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.