Stifel Financial
BSMZ

Stifel Financial’s Invesco BulletShares 2035 Municipal Bond ETF BSMZ Stock Holding History

Stifel Financial’s Portfolio BSMZ Stock Details BSMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.14M Buy
45,379
+15,692
+53% +$401K ﹤0.01% 2373
2025
Q4 		$755K Buy
+29,687
New +$754K ﹤0.01% 2615

Other funds holding BSMZ

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

Stifel Financial's BSMZ Position: Q1 2026 in Review

Stifel Financial increased its Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) stake by 53% in Q1 2026, buying an estimated $401K and bringing the position to 45,379 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2373.

Stifel Financial first reported a position in BSMZ in Q4 2025 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold BSMZ as of Q1 2026.

  • Stifel Financial held 45,379 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $1.14M as of Q1 2026.
  • Stifel Financial bought 15,692 Invesco BulletShares 2035 Municipal Bond ETF shares in Q1 2026, an estimated $401K.
  • Invesco BulletShares 2035 Municipal Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2373 holding.
  • Stifel Financial first reported a position in Invesco BulletShares 2035 Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q1 2026.

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