UCFA
BSMY

United Capital Financial Advisors’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

United Capital Financial Advisors’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 		$386K Buy
15,994
+2,837
+22% +$70K ﹤0.01% 1202
2025
Q4 		$323K Buy
13,157
+3,460
+36% +$85.1K ﹤0.01% 1132
2025
Q3 		$236K Buy
+9,697
New +$231K ﹤0.01% 1097

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 $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
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 $2.35B AUM 17.18% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

United Capital Financial Advisors's BSMY Position: Q1 2026 in Review

United Capital Financial Advisors increased its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 22% in Q1 2026, buying an estimated $70K and bringing the position to 15,994 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

United Capital Financial Advisors first reported a position in BSMY in Q3 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold BSMY as of Q1 2026.

  • United Capital Financial Advisors held 15,994 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $386K as of Q1 2026.
  • United Capital Financial Advisors bought 2,837 Invesco BulletShares 2034 Municipal Bond ETF shares in Q1 2026, an estimated $70K.
  • Invesco BulletShares 2034 Municipal Bond ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1202 holding.
  • United Capital Financial Advisors first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.