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

Cerity 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
Q1 		– Sell
-24,330
Closed -$514K – 3262
2025
Q4 		$514K Sell
24,330
-2,322
-9% -$49.1K ﹤0.01% 2088
2025
Q3 		$560K Buy
+26,652
New +$554K ﹤0.01% 1899

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 $500M AUM 17.24% 1-Year Est. Return

Cerity Partners's BSMV Position: Q1 2026 in Review

Cerity Partners sold out of Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q1 2026, closing a stake of 24,330 shares — an estimated $514K sold.

Cerity Partners first reported a position in BSMV in Q3 2025 and held it in 2 quarters. The position peaked at $560K in Q3 2025. 78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

  • Cerity Partners reported no remaining Invesco BulletShares 2031 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Cerity Partners sold 24,330 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2026, an estimated $514K.
  • Cerity Partners first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2025 and held it in 2 quarters.
  • Cerity Partners's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $560K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.