ASG
BSMV icon

Advisory Solutions Group’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Advisory Solutions Group’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
2026
Q3 		$2.1M Buy
+105,648
New +$2.18M 0.45% 62

Other funds holding BSMV

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
GFPC
Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Advisory Solutions Group's BSMV Position: Q3 2026 in Review

Advisory Solutions Group opened a new position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q3 2026: 105,648 shares worth $2.1M. The stake represents 0.45% of the portfolio and ranks #62 among its holdings.

11 funds tracked by Wall St. Rank hold BSMV as of Q3 2026.

  • Advisory Solutions Group held 105,648 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $2.1M as of Q3 2026.
  • Invesco BulletShares 2031 Municipal Bond ETF was a new Advisory Solutions Group position in Q3 2026.
  • Invesco BulletShares 2031 Municipal Bond ETF made up 0.45% of Advisory Solutions Group's portfolio in Q3 2026, its #62 holding.
  • 11 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.