Focus Partners Wealth
BSMV icon

Focus Partners Wealth’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Focus Partners Wealth’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 		– Sell
-64,637
Closed -$1.35M – 2801
2026
Q1 		$1.35M Buy
64,637
+2,961
+5% +$62.9K ﹤0.01% 1476
2025
Q4 		$1.3M Buy
61,676
+51,682
+517% +$1.09M ﹤0.01% 1518
2025
Q3 		$210K Buy
+9,994
New +$208K ﹤0.01% 2033

Other funds holding BSMV

Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Atlantic Union Bankshares
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth's BSMV Position: Q2 2026 in Review

Focus Partners Wealth sold out of Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q2 2026, closing a stake of 64,637 shares — an estimated $1.35M sold.

Focus Partners Wealth first reported a position in BSMV in Q3 2025 and held it in 3 quarters. The position peaked at $1.35M in Q1 2026. 87 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

  • Focus Partners Wealth reported no remaining Invesco BulletShares 2031 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 64,637 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $1.35M.
  • Focus Partners Wealth first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2025 and held it in 3 quarters.
  • Focus Partners Wealth's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $1.35M in Q1 2026.
  • 87 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.