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 Q3	$3.58M	Sell	180,114 -1,151	-0.6%	-$23.8K	0.96%	29
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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Central Valley Advisors's BSMV Position: Q3 2026 in Review

Central Valley Advisors reduced its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 0.63% in Q3 2026, selling an estimated $23.8K and leaving 180,114 shares worth $3.58M. The position accounts for 0.96% of the portfolio, ranked #29.

Central Valley Advisors first reported a position in BSMV in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.04M in Q4 2025. 62 funds tracked by Wall St. Rank hold BSMV as of Q3 2026.

Central Valley Advisors held 180,114 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $3.58M as of Q3 2026.
Central Valley Advisors sold 1,151 Invesco BulletShares 2031 Municipal Bond ETF shares in Q3 2026, an estimated $23.8K.
Invesco BulletShares 2031 Municipal Bond ETF made up 0.96% of Central Valley Advisors's portfolio in Q3 2026, its #29 holding.
Central Valley Advisors first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2025 and has held it in 5 quarters since.
Central Valley Advisors's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $4.04M in Q4 2025.
62 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.