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

Beacon Pointe 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 		$257K Hold
12,256
– – ﹤0.01% 1689
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

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

Beacon Pointe Advisors's BSMV Position: Q2 2026 in Review

Beacon Pointe Advisors held its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) position steady in Q2 2026 at 12,256 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

Beacon Pointe Advisors first reported a position in BSMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $450K in Q3 2025. 85 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

  • Beacon Pointe Advisors held 12,256 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $257K as of Q2 2026.
  • Beacon Pointe Advisors left its Invesco BulletShares 2031 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1689 holding.
  • Beacon Pointe Advisors first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Beacon Pointe Advisors's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $450K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.