Beacon Pointe Advisors’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$256K	Sell	12,256 -126	-1%	-$2.67K	﹤0.01%	1623
2025 Q4	$262K	Sell	12,382 -9,055	-42%	-$191K	﹤0.01%	1331
2025 Q3	$450K	Buy	21,437 +6,793	+46%	+$141K	﹤0.01%	1041
2025 Q2	$302K	Sell	14,644 -3,887	-21%	-$79.6K	﹤0.01%	1048
2025 Q1	$384K	Sell	18,531 -618	-3%	-$12.9K	﹤0.01%	933
2024 Q4	$401K	Buy	19,149 +275	+1%	+$5.81K	﹤0.01%	898
2024 Q3	$402K	Buy	18,874 +491	+3%	+$10.4K	﹤0.01%	925
2024 Q2	$385K	Buy	18,383 +2,471	+16%	+$52K	﹤0.01%	968
2024 Q1	$339K	Buy	15,912 +577	+4%	+$12.4K	﹤0.01%	1069
2023 Q4	$332K	Buy	+15,335	New	+$316K	﹤0.01%	1046