CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

CAPTRUST Financial 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
Q1 		$663K Buy
31,750
+745
+2% +$15.8K ﹤0.01% 1844
2025
Q4 		$655K Buy
31,005
+1,704
+6% +$36K ﹤0.01% 1746
2025
Q3 		$616K Buy
29,301
+10,575
+56% +$220K ﹤0.01% 1689
2025
Q2 		$386K Sell
18,726
-1,528
-8% -$31.3K ﹤0.01% 1894
2025
Q1 		$420K Buy
20,254
+470
+2% +$9.83K ﹤0.01% 1745
2024
Q4 		$414K Buy
19,784
+507
+3% +$10.7K ﹤0.01% 1708
2024
Q3 		$411K Sell
19,277
-9,961
-34% -$211K ﹤0.01% 1692
2024
Q2 		$613K Buy
29,238
+4,031
+16% +$84.8K ﹤0.01% 1407
2024
Q1 		$537K Sell
25,207
-1,793
-7% -$38.5K ﹤0.01% 1449
2023
Q4 		$584K Sell
27,000
-1,259
-4% -$25.9K ﹤0.01% 1637
2023
Q3 		$565K Buy
28,259
+3,817
+16% +$79.4K ﹤0.01% 1573
2023
Q2 		$517K Sell
24,442
-6,385
-21% -$136K ﹤0.01% 1606
2023
Q1 		$660K Sell
30,827
-178
-0.6% -$3.78K ﹤0.01% 1259
2022
Q4 		$644K Buy
+31,005
New +$631K ﹤0.01% 1201

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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
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

CAPTRUST Financial Advisors's BSMV Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 2.4% in Q1 2026, buying an estimated $15.8K and bringing the position to 31,750 shares worth $663K. The position accounts for ﹤0.01% of the portfolio, ranked #1844.

CAPTRUST Financial Advisors first reported a position in BSMV in Q4 2022 and has held it in 14 quarters since. 78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

  • CAPTRUST Financial Advisors held 31,750 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $663K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 745 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2026, an estimated $15.8K.
  • Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1844 holding.
  • CAPTRUST Financial Advisors first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.