Aptus Capital Advisors’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Aptus Capital Advisors’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	$113K	Sell	5,383 -626	-10%	-$13.1K	﹤0.01%	1233
2026 Q1	$125K	Buy	6,009 +42	+0.7%	+$892	﹤0.01%	1098
2025 Q4	$126K	Buy	5,967 +42	+0.7%	+$887	﹤0.01%	1120
2025 Q3	$124K	Buy	5,925 +44	+0.7%	+$915	﹤0.01%	1079
2025 Q2	$121K	Buy	5,881 +46	+0.8%	+$942	﹤0.01%	1043
2025 Q1	$121K	Buy	5,835 +1,026	+21%	+$21.5K	﹤0.01%	976
2024 Q4	$101K	Hold	4,809	–	–	﹤0.01%	1004
2024 Q3	$102K	Hold	4,809	–	–	﹤0.01%	848
2024 Q2	$101K	Hold	4,809	–	–	﹤0.01%	819
2024 Q1	$102K	Buy	+4,809	New	+$103K	﹤0.01%	819

Other funds holding BSMV

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Aptus Capital Advisors's BSMV Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 10% in Q2 2026, selling an estimated $13.1K and leaving 5,383 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Aptus Capital Advisors first reported a position in BSMV in Q1 2024 and has held it in 10 quarters since. The position peaked at $126K in Q4 2025. 85 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

Aptus Capital Advisors held 5,383 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $113K as of Q2 2026.
Aptus Capital Advisors sold 626 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $13.1K.
Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1233 holding.
Aptus Capital Advisors first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
Aptus Capital Advisors's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $126K in Q4 2025.
85 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.