UBS Group
BSMY

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

UBS 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
Q2 		$731K Buy
29,658
+1,976
+7% +$48.4K ﹤0.01% 5976
2026
Q1 		$672K Buy
27,682
+3,765
+16% +$92.9K ﹤0.01% 5846
2025
Q4 		$588K Buy
23,917
+8,371
+54% +$206K ﹤0.01% 5975
2025
Q3 		$378K Buy
+15,546
New +$370K ﹤0.01% 6288
2025
Q1 		– Sell
-136
Closed -$3.33K – 10877
2024
Q4 		$3.33K Buy
+136
New +$3.37K ﹤0.01% 8892

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

UBS Group's BSMY Position: Q2 2026 in Review

UBS Group increased its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 7.1% in Q2 2026, buying an estimated $48.4K and bringing the position to 29,658 shares worth $731K. The position accounts for ﹤0.01% of the portfolio, ranked #5976.

UBS Group first reported a position in BSMY in Q4 2024 and has held it in 5 quarters since. 53 funds tracked by Wall St. Rank hold BSMY as of Q2 2026.

  • UBS Group held 29,658 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $731K as of Q2 2026.
  • UBS Group bought 1,976 Invesco BulletShares 2034 Municipal Bond ETF shares in Q2 2026, an estimated $48.4K.
  • Invesco BulletShares 2034 Municipal Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5976 holding.
  • UBS Group first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • 53 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.