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Cambridge Financial Group (Arizona)’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Cambridge Financial Group (Arizona)’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 		– Sell
-15,398
Closed -$322K – 164
2026
Q1 		$322K Hold
15,398
– – 0.11% 135
2025
Q4 		$325K Hold
15,398
– – 0.11% 129
2025
Q3 		$324K Buy
+15,398
New +$320K 0.1% 135

Other funds holding BSMV

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
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s BSMV Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) sold out of Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q2 2026, closing a stake of 15,398 shares — an estimated $322K sold.

Cambridge Financial Group (Arizona) first reported a position in BSMV in Q3 2025 and held it in 3 quarters. The position peaked at $325K in Q4 2025. 24 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

  • Cambridge Financial Group (Arizona) reported no remaining Invesco BulletShares 2031 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Cambridge Financial Group (Arizona) sold 15,398 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $322K.
  • Cambridge Financial Group (Arizona) first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2025 and held it in 3 quarters.
  • Cambridge Financial Group (Arizona)'s Invesco BulletShares 2031 Municipal Bond ETF position peaked at $325K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.