Capital Analysts LLC’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Capital Analysts LLC’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	$186K	Buy	8,888 +4	+0%	+$85	﹤0.01%	656
2025 Q4	$188K	Buy	8,884 +7,443	+517%	+$157K	0.01%	632
2025 Q3	$30K	Buy	1,441 +4	+0.3%	+$83	﹤0.01%	980
2025 Q2	$30K	Buy	1,437 +4	+0.3%	+$82	﹤0.01%	914
2025 Q1	$30K	Buy	1,433 +951	+197%	+$19.9K	﹤0.01%	894
2024 Q4	$10K	Buy	482 +4	+0.8%	+$84	﹤0.01%	1053
2024 Q3	$10K	Buy	478 +3	+0.6%	+$64	﹤0.01%	1023
2024 Q2	$10K	Buy	+475	New	+$9.99K	﹤0.01%	955

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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

Capital Analysts LLC's BSMV Position: Q1 2026 in Review

Capital Analysts LLC increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 0.05% in Q1 2026, buying an estimated $85 and bringing the position to 8,888 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Capital Analysts LLC first reported a position in BSMV in Q2 2024 and has held it in 8 quarters since. The position peaked at $188K in Q4 2025. 78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

Capital Analysts LLC held 8,888 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $186K as of Q1 2026.
Capital Analysts LLC bought 4 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2026, an estimated $85.
Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #656 holding.
Capital Analysts LLC first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q2 2024 and has held it in 8 quarters since.
Capital Analysts LLC's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $188K in Q4 2025.
78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.