Collier Financial’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Collier Financial’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 Q4	–	Sell	-869	Closed	-$18.3K	–	133
2025 Q3	$18.3K	Buy	+869	New	+$18.1K	0.01%	106
2025 Q1	$89.1K	Sell	4,298 -1,222	-22%	-$25.6K	0.08%	59
2024 Q4	$116K	Buy	+5,520	New	+$117K	0.1%	52

Other funds holding BSMV

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Collier Financial's BSMV Position: Q4 2025 in Review

Collier Financial sold out of Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q4 2025, closing a stake of 869 shares — an estimated $18.3K sold.

Collier Financial first reported a position in BSMV in Q4 2024 and held it in 3 quarters. The position peaked at $116K in Q4 2024. 76 funds tracked by Wall St. Rank hold BSMV as of Q4 2025.

Collier Financial reported no remaining Invesco BulletShares 2031 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Collier Financial sold 869 Invesco BulletShares 2031 Municipal Bond ETF shares in Q4 2025, an estimated $18.3K.
Collier Financial first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2024 and held it in 3 quarters.
Collier Financial's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $116K in Q4 2024.
76 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q4 2025.

Based on Collier Financial's 13F filing for Q4 2025, filed 12 Feb 2026.