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
Q2 		$997K Sell
38,897
-6,482
-14% -$165K ﹤0.01% 2563
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
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial's BSMZ Position: Q2 2026 in Review

Stifel Financial reduced its Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) stake by 14% in Q2 2026, selling an estimated $165K and leaving 38,897 shares worth $997K. The position accounts for ﹤0.01% of the portfolio, ranked #2563.

Stifel Financial first reported a position in BSMZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.14M in Q1 2026. 36 funds tracked by Wall St. Rank hold BSMZ as of Q2 2026.

  • Stifel Financial held 38,897 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $997K as of Q2 2026.
  • Stifel Financial sold 6,482 Invesco BulletShares 2035 Municipal Bond ETF shares in Q2 2026, an estimated $165K.
  • Invesco BulletShares 2035 Municipal Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2563 holding.
  • Stifel Financial first reported a position in Invesco BulletShares 2035 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Stifel Financial's Invesco BulletShares 2035 Municipal Bond ETF position peaked at $1.14M in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q2 2026.

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