Benjamin F. Edwards & Company’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$74K	Buy	3,528 +148	+4%	+$3.11K	﹤0.01%	1220
2024 Q1	$72K	Hold	3,380	–	–	﹤0.01%	1196
2023 Q4	$73K	Buy	3,380 +109	+3%	+$2.25K	﹤0.01%	1158
2023 Q3	$65K	Hold	3,271	–	–	﹤0.01%	1011
2023 Q2	$69K	Hold	3,271	–	–	﹤0.01%	996
2023 Q1	$70K	Hold	3,271	–	–	﹤0.01%	1007
2022 Q4	$68K	Hold	3,271	–	–	﹤0.01%	1002
2022 Q3	$65K	Buy	+3,271	New	+$68.2K	﹤0.01%	982

Other funds holding BSMV

CIM

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

EFP

Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Benjamin F. Edwards & Company's BSMV Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 4.4% in Q2 2024, buying an estimated $3.11K and bringing the position to 3,528 shares worth $74K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Benjamin F. Edwards & Company first reported a position in BSMV in Q3 2022 and has held it in 8 quarters since. 44 funds tracked by Wall St. Rank hold BSMV as of Q2 2024.

Benjamin F. Edwards & Company held 3,528 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $74K as of Q2 2024.
Benjamin F. Edwards & Company bought 148 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2024, an estimated $3.11K.
Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1220 holding.
Benjamin F. Edwards & Company first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2022 and has held it in 8 quarters since.
44 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.