Wedmont Private Capital’s Invesco BulletShares 2035 Municipal Bond ETF BSMZ Stock Holding History

Wedmont Private Capital’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 Q2	$600K	Buy	+23,550	New	+$599K	0.02%	493

Other funds holding BSMZ

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Wedmont Private Capital opened a new position in Invesco BulletShares 2035 Municipal Bond ETF (BSMZ) in Q2 2026: 23,550 shares worth $600K. The stake represents 0.02% of the portfolio and ranks #493 among its holdings.

36 funds tracked by Wall St. Rank hold BSMZ as of Q2 2026.

Wedmont Private Capital held 23,550 shares of Invesco BulletShares 2035 Municipal Bond ETF worth $600K as of Q2 2026.
Invesco BulletShares 2035 Municipal Bond ETF was a new Wedmont Private Capital position in Q2 2026.
Invesco BulletShares 2035 Municipal Bond ETF made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #493 holding.
36 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Municipal Bond ETF as of Q2 2026.

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