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Bill Few Associates’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Bill Few Associates’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
2025
Q1 		– Sell
-9,605
Closed -$201K – 177
2024
Q4 		$201K Hold
9,605
– – 0.07% 171
2024
Q3 		$205K Hold
9,605
– – 0.07% 174
2024
Q2 		$201K Buy
+9,605
New +$202K 0.08% 169

Other funds holding BSMV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bill Few Associates's BSMV Position: Q1 2025 in Review

Bill Few Associates sold out of Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q1 2025, closing a stake of 9,605 shares — an estimated $201K sold.

Bill Few Associates first reported a position in BSMV in Q2 2024 and held it in 3 quarters. The position peaked at $205K in Q3 2024. 59 funds tracked by Wall St. Rank hold BSMV as of Q1 2025.

  • Bill Few Associates reported no remaining Invesco BulletShares 2031 Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Bill Few Associates sold 9,605 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2025, an estimated $201K.
  • Bill Few Associates first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q2 2024 and held it in 3 quarters.
  • Bill Few Associates's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $205K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2025.

Based on Bill Few Associates's 13F filing for Q1 2025, filed 12 May 2025.