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Cookson Peirce & Co’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Cookson Peirce & Co’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 		$217K Buy
10,353
+741
+8% +$15.6K 0.01% 311
2026
Q1 		$201K Sell
9,612
-381
-4% -$8.09K 0.01% 301
2025
Q4 		$211K Buy
+9,993
New +$211K 0.01% 307
2023
Q3 		– Sell
-10,829
Closed -$229K – 212
2023
Q2 		$229K Buy
+10,829
New +$230K 0.01% 197
2023
Q1 		– Sell
-10,795
Closed -$224K – 216
2022
Q4 		$224K Buy
10,795
+420
+4% +$8.55K 0.01% 192
2022
Q3 		$205K Sell
10,375
-4,313
-29% -$89.9K 0.01% 180
2022
Q2 		$305K Sell
14,688
-547
-4% -$11.5K 0.02% 163
2022
Q1 		$341K Sell
15,235
-379
-2% -$8.94K 0.02% 172
2021
Q4 		$391K Buy
+15,614
New +$390K 0.02% 154

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
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Cookson Peirce & Co's BSMV Position: Q2 2026 in Review

Cookson Peirce & Co increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 7.7% in Q2 2026, buying an estimated $15.6K and bringing the position to 10,353 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #311.

Cookson Peirce & Co first reported a position in BSMV in Q4 2021 and has held it in 9 quarters since. The position peaked at $391K in Q4 2021. 24 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

  • Cookson Peirce & Co held 10,353 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $217K as of Q2 2026.
  • Cookson Peirce & Co bought 741 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $15.6K.
  • Invesco BulletShares 2031 Municipal Bond ETF made up 0.01% of Cookson Peirce & Co's portfolio in Q2 2026, its #311 holding.
  • Cookson Peirce & Co first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2021 and has held it in 9 quarters since.
  • Cookson Peirce & Co's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $391K in Q4 2021.
  • 24 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Cookson Peirce & Co's 13F filing for Q2 2026, filed 23 Jul 2026.