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
Q2 		$1.25M Sell
50,886
-11,660
-19% -$286K ﹤0.01% 2404
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 $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $5.99B AUM 23.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

Stifel Financial's BSMY Position: Q2 2026 in Review

Stifel Financial reduced its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 19% in Q2 2026, selling an estimated $286K and leaving 50,886 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2404.

Stifel Financial first reported a position in BSMY in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.52M in Q1 2026. 54 funds tracked by Wall St. Rank hold BSMY as of Q2 2026.

  • Stifel Financial held 50,886 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $1.25M as of Q2 2026.
  • Stifel Financial sold 11,660 Invesco BulletShares 2034 Municipal Bond ETF shares in Q2 2026, an estimated $286K.
  • Invesco BulletShares 2034 Municipal Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2404 holding.
  • Stifel Financial first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Stifel Financial's Invesco BulletShares 2034 Municipal Bond ETF position peaked at $1.52M in Q1 2026.
  • 54 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.