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 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 $2.07B AUM 13.46% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Atlantic Union Bankshares's BSMV Position: Q1 2026 in Review

Atlantic Union Bankshares increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 11% in Q1 2026, buying an estimated $385K and bringing the position to 188,397 shares worth $3.93M. The position accounts for 0.08% of the portfolio, ranked #210.

Atlantic Union Bankshares first reported a position in BSMV in Q1 2025 and has held it in 5 quarters since. 78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

Atlantic Union Bankshares held 188,397 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $3.93M as of Q1 2026.
Atlantic Union Bankshares bought 18,138 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2026, an estimated $385K.
Invesco BulletShares 2031 Municipal Bond ETF made up 0.08% of Atlantic Union Bankshares's portfolio in Q1 2026, its #210 holding.
Atlantic Union Bankshares first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.