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 Q2	$4.45K	Hold	212	–	–	﹤0.01%	5037
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

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

Fidelity Investments's BSMV Position: Q2 2026 in Review

Fidelity Investments held its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) position steady in Q2 2026 at 212 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #5037.

Fidelity Investments first reported a position in BSMV in Q3 2024 and has held it in 8 quarters since. The position peaked at $194K in Q1 2025. 87 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

Fidelity Investments held 212 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $4.45K as of Q2 2026.
Fidelity Investments left its Invesco BulletShares 2031 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5037 holding.
Fidelity Investments first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
Fidelity Investments's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $194K in Q1 2025.
87 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.