Atlantic Union Bankshares’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Atlantic Union Bankshares’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	$5.04M	Buy	240,138 +51,741	+27%	+$1.09M	0.08%	199
2026 Q1	$3.93M	Buy	188,397 +18,138	+11%	+$385K	0.08%	210
2025 Q4	$3.6M	Sell	170,259 -7,521	-4%	-$159K	0.07%	226
2025 Q3	$3.74M	Buy	177,780 +17,011	+11%	+$354K	0.07%	228
2025 Q2	$3.32M	Buy	160,769 +30,866	+24%	+$632K	0.08%	217
2025 Q1	$2.69M	Buy	+129,903	New	+$2.72M	0.16%	126

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

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Atlantic Union Bankshares's BSMV Position: Q2 2026 in Review

Atlantic Union Bankshares increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 27% in Q2 2026, buying an estimated $1.09M and bringing the position to 240,138 shares worth $5.04M. The position accounts for 0.08% of the portfolio, ranked #199.

Atlantic Union Bankshares first reported a position in BSMV in Q1 2025 and has held it in 6 quarters since. 86 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

Atlantic Union Bankshares held 240,138 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $5.04M as of Q2 2026.
Atlantic Union Bankshares bought 51,741 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $1.09M.
Invesco BulletShares 2031 Municipal Bond ETF made up 0.08% of Atlantic Union Bankshares's portfolio in Q2 2026, its #199 holding.
Atlantic Union Bankshares first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
86 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.