Cary Street Partners’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Cary Street Partners’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	$2.3M	Buy	109,755 +34,640	+46%	+$727K	0.05%	337
2026 Q1	$1.57M	Buy	75,115 +33,510	+81%	+$711K	0.04%	363
2025 Q4	$879K	Buy	41,605 +15,600	+60%	+$330K	0.02%	466
2025 Q3	$546K	Buy	+26,005	New	+$541K	0.01%	552

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

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

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 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

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GCA

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

Cary Street Partners's BSMV Position: Q2 2026 in Review

Cary Street Partners increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 46% in Q2 2026, buying an estimated $727K and bringing the position to 109,755 shares worth $2.3M. The position accounts for 0.05% of the portfolio, ranked #337.

Cary Street Partners first reported a position in BSMV in Q3 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

Cary Street Partners held 109,755 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $2.3M as of Q2 2026.
Cary Street Partners bought 34,640 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $727K.
Invesco BulletShares 2031 Municipal Bond ETF made up 0.05% of Cary Street Partners's portfolio in Q2 2026, its #337 holding.
Cary Street Partners first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
20 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.