Crews Bank & Trust’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Crews Bank & Trust’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	$278K	Buy	13,265 +3,805	+40%	+$79.9K	0.04%	200
2026 Q1	$198K	Hold	9,460	–	–	0.03%	219
2025 Q4	$200K	Hold	9,460	–	–	0.03%	217
2025 Q3	$199K	Hold	9,460	–	–	0.03%	224
2025 Q2	$195K	Hold	9,460	–	–	0.03%	223
2025 Q1	$196K	Hold	9,460	–	–	0.03%	218
2024 Q4	$198K	Buy	+9,460	New	+$200K	0.03%	211

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

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

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

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Crews Bank & Trust's BSMV Position: Q2 2026 in Review

Crews Bank & Trust increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 40% in Q2 2026, buying an estimated $79.9K and bringing the position to 13,265 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #200.

Crews Bank & Trust first reported a position in BSMV in Q4 2024 and has held it in 7 quarters since. 20 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

Crews Bank & Trust held 13,265 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $278K as of Q2 2026.
Crews Bank & Trust bought 3,805 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $79.9K.
Invesco BulletShares 2031 Municipal Bond ETF made up 0.04% of Crews Bank & Trust's portfolio in Q2 2026, its #200 holding.
Crews Bank & Trust first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
20 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.