SG
BSMY

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

StoneX 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
2026
Q1 		– Sell
-13,406
Closed -$330K – 1269
2025
Q4 		$330K Sell
13,406
-3,753
-22% -$92.3K 0.01% 661
2025
Q3 		$417K Sell
17,159
-3,704
-18% -$88.2K 0.02% 598
2025
Q2 		$495K Sell
20,863
-5,371
-20% -$127K 0.02% 517
2025
Q1 		$631K Buy
26,234
+1,038
+4% +$25.4K 0.03% 414
2024
Q4 		$617K Buy
+25,196
New +$624K 0.03% 416

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

StoneX Group's BSMY Position: Q1 2026 in Review

StoneX Group sold out of Invesco BulletShares 2034 Municipal Bond ETF (BSMY) in Q1 2026, closing a stake of 13,406 shares — an estimated $330K sold.

StoneX Group first reported a position in BSMY in Q4 2024 and held it in 5 quarters. The position peaked at $631K in Q1 2025. 45 funds tracked by Wall St. Rank hold BSMY as of Q1 2026.

  • StoneX Group reported no remaining Invesco BulletShares 2034 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • StoneX Group sold 13,406 Invesco BulletShares 2034 Municipal Bond ETF shares in Q1 2026, an estimated $330K.
  • StoneX Group first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q4 2024 and held it in 5 quarters.
  • StoneX Group's Invesco BulletShares 2034 Municipal Bond ETF position peaked at $631K in Q1 2025.
  • 45 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.