Envestnet Asset Management
BSMV icon

Envestnet Asset Management’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Envestnet Asset Management’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 		$2.96M Buy
141,636
+63,379
+81% +$1.35M ﹤0.01% 2712
2025
Q4 		$1.65M Sell
78,257
-27,579
-26% -$583K ﹤0.01% 2966
2025
Q3 		$2.22M Buy
105,836
+9,285
+10% +$193K ﹤0.01% 2812
2025
Q2 		$1.99M Sell
96,551
-10,134
-9% -$207K ﹤0.01% 2826
2025
Q1 		$2.21M Buy
106,685
+33,595
+46% +$703K ﹤0.01% 2668
2024
Q4 		$1.53M Buy
73,090
+43,053
+143% +$909K ﹤0.01% 2863
2024
Q3 		$640K Sell
30,037
-3,402
-10% -$72.1K ﹤0.01% 3389
2024
Q2 		$701K Buy
33,439
+6,432
+24% +$135K ﹤0.01% 3259
2024
Q1 		$576K Buy
27,007
+9,407
+53% +$202K ﹤0.01% 3349
2023
Q4 		$381K Buy
17,600
+5,679
+48% +$117K ﹤0.01% 3477
2023
Q3 		$239K Buy
+11,921
New +$248K ﹤0.01% 3650

Other funds holding BSMV

HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 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 $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Envestnet Asset Management's BSMV Position: Q1 2026 in Review

Envestnet Asset Management increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 81% in Q1 2026, buying an estimated $1.35M and bringing the position to 141,636 shares worth $2.96M. The position accounts for ﹤0.01% of the portfolio, ranked #2712.

Envestnet Asset Management first reported a position in BSMV in Q3 2023 and has held it in 11 quarters since. 78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

  • Envestnet Asset Management held 141,636 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $2.96M as of Q1 2026.
  • Envestnet Asset Management bought 63,379 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2026, an estimated $1.35M.
  • Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2712 holding.
  • Envestnet Asset Management first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • 78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.