UCFA
BSMZ

United Capital Financial Advisors’s Invesco BulletShares 2035 Municipal Bond ETF BSMZ Stock Holding History

United Capital Financial Advisors’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 		$383K Buy
15,270
+3,245
+27% +$82.9K ﹤0.01% 1209
2025
Q4 		$306K Buy
+12,025
New +$305K ﹤0.01% 1159

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

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

United Capital Financial Advisors increased its Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) stake by 27% in Q1 2026, buying an estimated $82.9K and bringing the position to 15,270 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

United Capital Financial Advisors 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.

  • United Capital Financial Advisors held 15,270 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $383K as of Q1 2026.
  • United Capital Financial Advisors bought 3,245 Invesco BulletShares 2035 Municipal Bond ETF shares in Q1 2026, an estimated $82.9K.
  • Invesco BulletShares 2035 Municipal Bond ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1209 holding.
  • United Capital Financial Advisors 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 United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.