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

Citadel 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
2025
Q1 		– Sell
-14,955
Closed -$313K – 14521
2024
Q4 		$313K Buy
+14,955
New +$316K ﹤0.01% 9568
2024
Q2 		– Sell
-21,395
Closed -$456K – 14299
2024
Q1 		$456K Buy
+21,395
New +$459K ﹤0.01% 8595

Other funds holding BSMV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
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
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors's BSMV Position: Q1 2025 in Review

Citadel Advisors sold out of Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q1 2025, closing a stake of 14,955 shares — an estimated $313K sold.

Citadel Advisors first reported a position in BSMV in Q1 2024 and held it in 2 quarters. The position peaked at $456K in Q1 2024. 59 funds tracked by Wall St. Rank hold BSMV as of Q1 2025.

  • Citadel Advisors reported no remaining Invesco BulletShares 2031 Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Citadel Advisors sold 14,955 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2025, an estimated $313K.
  • Citadel Advisors first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q1 2024 and held it in 2 quarters.
  • Citadel Advisors's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $456K in Q1 2024.
  • 59 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2025.

Based on Citadel Advisors's 13F filing for Q1 2025, filed 15 May 2025.