YWS
BSMY

Yarger Wealth Strategies’s Invesco BulletShares 2034 Municipal Bond ETF BSMY Stock Holding History

Yarger Wealth Strategies’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 		$393K Buy
16,008
+145
+0.9% +$3.55K 0.14% 94
2026
Q1 		$385K Buy
15,863
+138
+0.9% +$3.41K 0.15% 90
2025
Q4 		$387K Buy
15,725
+350
+2% +$8.61K 0.17% 80
2025
Q3 		$374K Buy
15,375
+122
+0.8% +$2.9K 0.17% 85
2025
Q2 		$362K Buy
+15,253
New +$361K 0.19% 79

Other funds holding BSMY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Yarger Wealth Strategies's BSMY Position: Q2 2026 in Review

Yarger Wealth Strategies increased its Invesco BulletShares 2034 Municipal Bond ETF (BSMY) stake by 0.91% in Q2 2026, buying an estimated $3.55K and bringing the position to 16,008 shares worth $393K. The position accounts for 0.14% of the portfolio, ranked #94.

Yarger Wealth Strategies first reported a position in BSMY in Q2 2025 and has held it in 5 quarters since. 27 funds tracked by Wall St. Rank hold BSMY as of Q2 2026.

  • Yarger Wealth Strategies held 16,008 shares of Invesco BulletShares 2034 Municipal Bond ETF worth $393K as of Q2 2026.
  • Yarger Wealth Strategies bought 145 Invesco BulletShares 2034 Municipal Bond ETF shares in Q2 2026, an estimated $3.55K.
  • Invesco BulletShares 2034 Municipal Bond ETF made up 0.14% of Yarger Wealth Strategies's portfolio in Q2 2026, its #94 holding.
  • Yarger Wealth Strategies first reported a position in Invesco BulletShares 2034 Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 27 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Municipal Bond ETF as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.