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Coastline Complete Wealth’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Coastline Complete Wealth’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 		$1.5M Buy
71,823
+59,695
+492% +$1.27M 0.93% 26
2025
Q4 		$256K Buy
+12,128
New +$256K 0.16% 45

Other funds holding BSMV

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 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 $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Coastline Complete Wealth's BSMV Position: Q1 2026 in Review

Coastline Complete Wealth increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 492% in Q1 2026, buying an estimated $1.27M and bringing the position to 71,823 shares worth $1.5M. The position accounts for 0.93% of the portfolio, ranked #26.

Coastline Complete Wealth first reported a position in BSMV in Q4 2025 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

  • Coastline Complete Wealth held 71,823 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $1.5M as of Q1 2026.
  • Coastline Complete Wealth bought 59,695 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2026, an estimated $1.27M.
  • Invesco BulletShares 2031 Municipal Bond ETF made up 0.93% of Coastline Complete Wealth's portfolio in Q1 2026, its #26 holding.
  • Coastline Complete Wealth first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.