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Ameritas Advisory Services’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Ameritas Advisory Services’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
Q4 		– Sell
-278
Closed -$5.84K – 1079
2025
Q3 		$5.84K Hold
278
– – ﹤0.01% 1801
2025
Q2 		$5.73K Buy
+278
New +$5.69K ﹤0.01% 2203

Other funds holding BSMV

HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameritas Advisory Services's BSMV Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q4 2025, closing a stake of 278 shares — an estimated $5.84K sold.

Ameritas Advisory Services first reported a position in BSMV in Q2 2025 and held it in 2 quarters. The position peaked at $5.84K in Q3 2025. 76 funds tracked by Wall St. Rank hold BSMV as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Invesco BulletShares 2031 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 278 Invesco BulletShares 2031 Municipal Bond ETF shares in Q4 2025, an estimated $5.84K.
  • Ameritas Advisory Services first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q2 2025 and held it in 2 quarters.
  • Ameritas Advisory Services's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $5.84K in Q3 2025.
  • 76 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.