Envision Financial Planning’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Envision Financial Planning’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	$2.3M	Buy	110,258 +3,840	+4%	+$81.5K	0.83%	21
2025 Q4	$2.25M	Buy	106,418 +2,110	+2%	+$44.6K	0.85%	21
2025 Q3	$2.19M	Buy	104,308 +53,565	+106%	+$1.11M	0.93%	21
2025 Q2	$1.05M	Sell	50,743 -160,162	-76%	-$3.28M	0.49%	29
2025 Q1	$4.37M	Buy	210,905 +4,320	+2%	+$90.4K	2.23%	13
2024 Q4	$4.32M	Buy	206,585 +4,714	+2%	+$99.5K	2.23%	13
2024 Q3	$4.3M	Buy	201,871 +1,272	+0.6%	+$27K	2.26%	14
2024 Q2	$4.2M	Buy	200,599 +16,623	+9%	+$350K	3.21%	10
2024 Q1	$3.92M	Buy	183,976 +15,984	+10%	+$343K	3.17%	10
2023 Q4	$3.64M	Buy	167,992 +9,585	+6%	+$197K	3.18%	10
2023 Q3	$3.17M	Buy	+158,407	New	+$3.3M	3.14%	12

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return

Envision Financial Planning's BSMV Position: Q1 2026 in Review

Envision Financial Planning increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 3.6% in Q1 2026, buying an estimated $81.5K and bringing the position to 110,258 shares worth $2.3M. The position accounts for 0.83% of the portfolio, ranked #21.

Envision Financial Planning first reported a position in BSMV in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.37M in Q1 2025. 78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

Envision Financial Planning held 110,258 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $2.3M as of Q1 2026.
Envision Financial Planning bought 3,840 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2026, an estimated $81.5K.
Invesco BulletShares 2031 Municipal Bond ETF made up 0.83% of Envision Financial Planning's portfolio in Q1 2026, its #21 holding.
Envision Financial Planning first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2023 and has held it in 11 quarters since.
Envision Financial Planning's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $4.37M in Q1 2025.
78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on Envision Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.