Equitable Holdings’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Equitable Holdings’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	$978K	Sell	46,617 -2,428	-5%	-$51K	0.01%	1019
2026 Q1	$1.04M	Buy	49,045 +3,325	+7%	+$70.6K	0.01%	966
2025 Q4	$966K	Sell	45,720 -785	-2%	-$16.6K	0.01%	871
2025 Q3	$977K	Buy	46,505 +2,169	+5%	+$45.1K	0.01%	840
2025 Q2	$914K	Buy	44,336 +5,268	+13%	+$108K	0.01%	821
2025 Q1	$810K	Buy	39,068 +4,237	+12%	+$88.6K	0.01%	773
2024 Q4	$729K	Buy	34,831 +3,013	+9%	+$63.6K	0.01%	759
2024 Q3	$678K	Sell	31,818 -65	-0.2%	-$1.38K	0.01%	794
2024 Q2	$668K	Sell	31,883 -3,013	-9%	-$63.4K	0.01%	754
2024 Q1	$744K	Buy	+34,896	New	+$749K	0.01%	690

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

Equitable Holdings's BSMV Position: Q2 2026 in Review

Equitable Holdings reduced its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 5% in Q2 2026, selling an estimated $51K and leaving 46,617 shares worth $978K. The position accounts for 0.01% of the portfolio, ranked #1019.

Equitable Holdings first reported a position in BSMV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.04M in Q1 2026. 85 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

Equitable Holdings held 46,617 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $978K as of Q2 2026.
Equitable Holdings sold 2,428 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $51K.
Invesco BulletShares 2031 Municipal Bond ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #1019 holding.
Equitable Holdings first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
Equitable Holdings's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $1.04M in Q1 2026.
85 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.