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Central Valley Advisors’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Central Valley 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 		$3.8M Sell
181,265
-7,311
-4% -$153K 0.98% 25
2026
Q1 		$3.94M Sell
188,576
-2,643
-1% -$56.1K 1.07% 27
2025
Q4 		$4.04M Buy
191,219
+3,159
+2% +$66.7K 1.21% 22
2025
Q3 		$3.95M Buy
+188,060
New +$3.91M 1.22% 23

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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

Central Valley Advisors's BSMV Position: Q2 2026 in Review

Central Valley Advisors reduced its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 3.9% in Q2 2026, selling an estimated $153K and leaving 181,265 shares worth $3.8M. The position accounts for 0.98% of the portfolio, ranked #25.

Central Valley Advisors first reported a position in BSMV in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.04M in Q4 2025. 35 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

  • Central Valley Advisors held 181,265 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $3.8M as of Q2 2026.
  • Central Valley Advisors sold 7,311 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $153K.
  • Invesco BulletShares 2031 Municipal Bond ETF made up 0.98% of Central Valley Advisors's portfolio in Q2 2026, its #25 holding.
  • Central Valley Advisors first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Central Valley Advisors's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $4.04M in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.