Commonwealth Equity Services
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Commonwealth Equity Services’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Commonwealth Equity Services’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
Q2 		$913K Buy
43,500
+1,689
+4% +$35.4K ﹤0.01% 2783
2026
Q1 		$873K Buy
41,811
+6,282
+18% +$133K ﹤0.01% 2723
2025
Q4 		$751K Buy
35,529
+3,427
+11% +$72.4K ﹤0.01% 2824
2025
Q3 		$674K Sell
32,102
-1,237
-4% -$25.7K ﹤0.01% 2932
2025
Q2 		$687K Buy
33,339
+515
+2% +$10.5K ﹤0.01% 2892
2025
Q1 		$680K Buy
32,824
+1,686
+5% +$35.3K ﹤0.01% 2784
2024
Q4 		$652K Sell
31,138
-1,383
-4% -$29.2K ﹤0.01% 2752
2024
Q3 		$693K Buy
32,521
+3,020
+10% +$64K ﹤0.01% 2631
2024
Q2 		$618K Buy
29,501
+1,870
+7% +$39.3K ﹤0.01% 2651
2024
Q1 		$589K Buy
27,631
+2,496
+10% +$53.6K ﹤0.01% 2686
2023
Q4 		$544K Buy
25,135
+6,111
+32% +$126K ﹤0.01% 2635
2023
Q3 		$381K Buy
19,024
+5,524
+41% +$115K ﹤0.01% 2817
2023
Q2 		$285K Buy
+13,500
New +$287K ﹤0.01% 3096

Other funds holding BSMV

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
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Commonwealth Equity Services's BSMV Position: Q2 2026 in Review

Commonwealth Equity Services increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 4% in Q2 2026, buying an estimated $35.4K and bringing the position to 43,500 shares worth $913K. The position accounts for ﹤0.01% of the portfolio, ranked #2783.

Commonwealth Equity Services first reported a position in BSMV in Q2 2023 and has held it in 13 quarters since. 35 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

  • Commonwealth Equity Services held 43,500 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $913K as of Q2 2026.
  • Commonwealth Equity Services bought 1,689 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $35.4K.
  • Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2783 holding.
  • Commonwealth Equity Services first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 35 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.