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Advisornet Financial’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Advisornet Financial’s Portfolio BSMV Stock Details BSMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-320
Closed -$6.6K – 2253
2025
Q2 		$6.6K Hold
320
– – ﹤0.01% 1601
2025
Q1 		$6.63K Hold
320
– – ﹤0.01% 1537
2024
Q4 		$6.7K Hold
320
– – ﹤0.01% 1415
2024
Q3 		$6.82K Buy
+320
New +$6.78K ﹤0.01% 1515

Other funds holding BSMV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisornet Financial's BSMV Position: Q3 2025 in Review

Advisornet Financial sold out of Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q3 2025, closing a stake of 320 shares — an estimated $6.6K sold.

Advisornet Financial first reported a position in BSMV in Q3 2024 and held it in 4 quarters. The position peaked at $6.82K in Q3 2024. 71 funds tracked by Wall St. Rank hold BSMV as of Q3 2025.

  • Advisornet Financial reported no remaining Invesco BulletShares 2031 Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Advisornet Financial sold 320 Invesco BulletShares 2031 Municipal Bond ETF shares in Q3 2025, an estimated $6.6K.
  • Advisornet Financial first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2024 and held it in 4 quarters.
  • Advisornet Financial's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $6.82K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q3 2025.

Based on Advisornet Financial's 13F filing for Q3 2025, filed 9 Oct 2025.