Fidelity Investments
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Fidelity Investments’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Fidelity Investments’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 		$4.43K Hold
212
– – ﹤0.01% 4940
2025
Q4 		$4.48K Hold
212
– – ﹤0.01% 4903
2025
Q3 		$4.45K Hold
212
– – ﹤0.01% 4810
2025
Q2 		$4.37K Sell
212
-9,147
-98% -$187K ﹤0.01% 4737
2025
Q1 		$194K Buy
9,359
+9,147
+4,315% +$191K ﹤0.01% 3261
2024
Q4 		$4.44K Sell
212
-9
-4% -$190 ﹤0.01% 4686
2024
Q3 		$4.71K Buy
+221
New +$4.68K ﹤0.01% 4641

Other funds holding BSMV

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 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 $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.26T AUM 61.52% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Fidelity Investments's BSMV Position: Q1 2026 in Review

Fidelity Investments held its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) position steady in Q1 2026 at 212 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #4940.

Fidelity Investments first reported a position in BSMV in Q3 2024 and has held it in 7 quarters since. The position peaked at $194K in Q1 2025. 78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

  • Fidelity Investments held 212 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $4.43K as of Q1 2026.
  • Fidelity Investments left its Invesco BulletShares 2031 Municipal Bond ETF share count unchanged in Q1 2026.
  • Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4940 holding.
  • Fidelity Investments first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Fidelity Investments's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $194K in Q1 2025.
  • 78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.