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 Q2	$3.1M	Buy	147,684 +6,048	+4%	+$127K	﹤0.01%	2824
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 $2.35B AUM 17.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

PWP

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management's BSMV Position: Q2 2026 in Review

Envestnet Asset Management increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 4.3% in Q2 2026, buying an estimated $127K and bringing the position to 147,684 shares worth $3.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2824.

Envestnet Asset Management first reported a position in BSMV in Q3 2023 and has held it in 12 quarters since. 86 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

Envestnet Asset Management held 147,684 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $3.1M as of Q2 2026.
Envestnet Asset Management bought 6,048 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $127K.
Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2824 holding.
Envestnet Asset Management first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2023 and has held it in 12 quarters since.
86 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.