Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Cambridge Investment Research 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 		$367K Buy
17,474
+3,129
+22% +$65.7K ﹤0.01% 3026
2026
Q1 		$300K Buy
14,345
+53
+0.4% +$1.13K ﹤0.01% 3289
2025
Q4 		$302K Buy
+14,292
New +$302K ﹤0.01% 3197

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
PWM
Parkway Wealth Management Plano, Texas $866M AUM
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

Cambridge Investment Research Advisors's BSMV Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 22% in Q2 2026, buying an estimated $65.7K and bringing the position to 17,474 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #3026.

Cambridge Investment Research Advisors first reported a position in BSMV in Q4 2025 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

  • Cambridge Investment Research Advisors held 17,474 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $367K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 3,129 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $65.7K.
  • Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3026 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.