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Benjamin Edwards Inc’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Benjamin Edwards Inc’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 		$560K Buy
26,840
+466
+2% +$9.89K 0.01% 957
2025
Q4 		$557K Buy
+26,374
New +$557K 0.01% 917

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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
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

Benjamin Edwards Inc's BSMV Position: Q1 2026 in Review

Benjamin Edwards Inc increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 1.8% in Q1 2026, buying an estimated $9.89K and bringing the position to 26,840 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #957.

Benjamin Edwards Inc first reported a position in BSMV in Q4 2025 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

  • Benjamin Edwards Inc held 26,840 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $560K as of Q1 2026.
  • Benjamin Edwards Inc bought 466 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2026, an estimated $9.89K.
  • Invesco BulletShares 2031 Municipal Bond ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #957 holding.
  • Benjamin Edwards Inc first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.