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 Q2	$2.47M	Buy	117,801 +7,543	+7%	+$158K	0.8%	22
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 $2.35B 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

Envision Financial Planning's BSMV Position: Q2 2026 in Review

Envision Financial Planning increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 6.8% in Q2 2026, buying an estimated $158K and bringing the position to 117,801 shares worth $2.47M. The position accounts for 0.8% of the portfolio, ranked #22.

Envision Financial Planning first reported a position in BSMV in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.37M in Q1 2025. 86 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

Envision Financial Planning held 117,801 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $2.47M as of Q2 2026.
Envision Financial Planning bought 7,543 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $158K.
Invesco BulletShares 2031 Municipal Bond ETF made up 0.8% of Envision Financial Planning's portfolio in Q2 2026, its #22 holding.
Envision Financial Planning first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2023 and has held it in 12 quarters since.
Envision Financial Planning's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $4.37M in Q1 2025.
86 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Envision Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.