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Anchor Investment Management’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Anchor Investment Management’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
Q2 		$115K Buy
+5,500
New +$115K 0.01% 463

Other funds holding BSMV

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Anchor Investment Management's BSMV Position: Q2 2026 in Review

Anchor Investment Management opened a new position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q2 2026: 5,500 shares worth $115K. The stake represents 0.01% of the portfolio and ranks #463 among its holdings.

87 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

  • Anchor Investment Management held 5,500 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $115K as of Q2 2026.
  • Invesco BulletShares 2031 Municipal Bond ETF was a new Anchor Investment Management position in Q2 2026.
  • Invesco BulletShares 2031 Municipal Bond ETF made up 0.01% of Anchor Investment Management's portfolio in Q2 2026, its #463 holding.
  • 87 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.