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BSMZ

Invesco BulletShares 2035 Municipal Bond ETF
1W: -1.3% 1M: -3.1% 3M: -1.6% YTD: -1.5%
$24.96
-0.09 (-0.34%)
After Hours: $25.07 (+0.11, +0.46%)
ETF NASDAQ · AUM $4.9M
ETF-Level Metrics
AUM$5M
Holdings4
Top 10 Wt2.3%
Beta0.17
% Profitable1%
Coverage1%
Portfolio Valuation
P/E9.5
P/B1.0
P/S1.9
EV/EBITDA11.2
P/FCF9.7
PEG0.23
Profitability & Returns
Gross Margin98.9%
Net Margin20.3%
ROE11.0%
ROA1.0%
ROIC9.7%
Div Yield0.03%
Leverage & Liquidity
Debt/Equity0.70
Debt/Assets0.07
Net Debt/EBITDA5.4x
Interest Cov2.0x
Current Ratio0.23
Quick Ratio0.23
Growth (YoY)
Revenue+21.3%
Net Income-11.7%
EPS-12.9%
FCF-34.2%
EBITDA-38.2%
Rev CAGR 3Y+23.9%
Quality Scores
Piotroski F4.1
Altman Z-0.17
IS Quality64.9
IS Overall42.4
IS Value69.5
Median P/E10.1

Sector Breakdown

3 sectors
Sector # Holdings Total Weight % Avg P/E
Other 968 98.8%
Financial Services 4 1.2% 9.9
Industrials 1 0.0% 134.2

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 973 holdings · Page 1 of 20
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 CASH & EQUIVALENTS Cash 1.51% $573,964 573,964
2 New York Liberty Development Corp Private 1.05% $389,401 335,000
3 State of California Private 0.65% $246,830 235,000
4 Orange County Health Facilities Authority Private 0.60% $221,871 205,000
5 California State University CALB 0.59% $218,317 195,000 9.7 $213M Financial Services
6 California Health Facilities Financing Authority Private 0.59% $218,963 195,000
7 City of New York NY Private 0.53% $201,306 175,000
8 University of California Private 0.53% $197,916 175,000
9 Massachusetts Development Finance Agency Private 0.53% $195,874 175,000
10 City of Colorado Springs CO Utilities System Revenue Private 0.52% $193,683 170,000
11 Pennsylvania Higher Educational Facilities Authority Private 0.51% $192,736 180,000
12 Los Angeles County Public Works Financing Authority Private 0.49% $185,126 170,000
13 Omaha Public Power District Private 0.49% $186,452 180,000
14 New York City Transitional Finance Authority Future Tax Secured Revenue Deriv 0.49% $182,024 170,000
15 New York City Transitional Finance Authority Future Tax Secured Revenue Deriv 0.48% $180,888 170,000
16 California State Public Works Board CALB 0.47% $175,138 160,000 9.7 $213M Financial Services
17 North Texas Tollway Authority Private 0.46% $173,685 155,000
18 Royse City Independent School District/TX Private 0.46% $173,010 165,000
19 State of Connecticut Private 0.45% $167,325 145,000
20 Massachusetts School Building Authority Private 0.44% $168,164 150,000
21 State of Washington Private 0.44% $165,243 150,000
22 New York City Transitional Finance Authority Future Tax Secured Revenue Deriv 0.44% $162,698 150,000
23 New York City Transitional Finance Authority Future Tax Secured Revenue Deriv 0.42% $158,480 150,000
24 Battery Park City Authority Private 0.42% $158,869 150,000
25 University of California Private 0.42% $157,511 140,000
26 Commonwealth of Massachusetts Private 0.42% $155,886 150,000
27 New York City Municipal Water Finance Authority Bond 0.41% $154,948 150,000
28 Energy Northwest Private 0.39% $146,948 130,000
29 Northwest Independent School District Private 0.37% $140,640 135,000
30 Los Angeles Department of Water & Power Water System Revenue Private 0.36% $135,313 130,000
31 District of Columbia Income Tax Revenue Private 0.36% $133,441 125,000
32 Omaha Public Power District Private 0.35% $132,491 125,000
33 Triborough Bridge & Tunnel Authority Private 0.35% $130,744 120,000
34 Michigan State Hospital Finance Authority Private 0.35% $131,447 125,000
35 Massachusetts School Building Authority Private 0.34% $128,656 125,000
36 Los Angeles Unified School District/CA Private 0.34% $127,435 120,000
37 New York State Dormitory Authority Private 0.34% $128,267 115,000
38 Los Angeles Department of Water & Power Water System Revenue Private 0.33% $122,789 115,000
39 Texas Water Development Board Private 0.32% $120,735 120,000
40 New York State Dormitory Authority Private 0.32% $122,858 115,000
41 New York City Transitional Finance Authority Future Tax Secured Revenue Deriv 0.32% $118,069 110,000
42 Massachusetts Bay Transportation Authority Sales Tax Revenue Private 0.31% $117,569 110,000
43 New York State Dormitory Authority Private 0.31% $117,895 115,000
44 City of New York NY Private 0.31% $115,616 110,000
45 Texas Water Development Board Private 0.31% $115,300 115,000
46 New York City Transitional Finance Authority Future Tax Secured Revenue Deriv 0.30% $113,503 105,000
47 Maryland Health & Higher Educational Facilities Authority Private 0.30% $114,228 110,000
48 Commonwealth of Massachusetts Private 0.30% $112,490 100,000
49 Utility Debt Securitization Authority Private 0.30% $111,900 100,000
50 New York State Dormitory Authority Private 0.30% $112,689 105,000
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms