EH
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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
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 $2.07B 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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $653B AUM 32.41% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return