WPC
BSMY

Wedmont Private Capital’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

Wedmont Private Capital’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 		$599K Buy
+24,360
New +$597K 0.02% 497

Other funds holding BSMY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

Wedmont Private Capital's BSMY Position: Q2 2026 in Review

Wedmont Private Capital opened a new position in Invesco BulletShares 2034 Municipal Bond ETF (BSMY) in Q2 2026: 24,360 shares worth $599K. The stake represents 0.02% of the portfolio and ranks #497 among its holdings.

9 funds tracked by Wall St. Rank hold BSMY as of Q2 2026.

  • Wedmont Private Capital held 24,360 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $599K as of Q2 2026.
  • Invesco BulletShares 2034 Municipal Bond ETF was a new Wedmont Private Capital position in Q2 2026.
  • Invesco BulletShares 2034 Municipal Bond ETF made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #497 holding.
  • 9 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.