Focus Partners Wealth
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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
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

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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $1.02T AUM 30.18% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Focus Partners Wealth's BSMV Position: Q1 2026 in Review

Focus Partners Wealth increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 4.8% in Q1 2026, buying an estimated $62.9K and bringing the position to 64,637 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

Focus Partners Wealth first reported a position in BSMV in Q3 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

  • Focus Partners Wealth held 64,637 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $1.35M as of Q1 2026.
  • Focus Partners Wealth bought 2,961 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2026, an estimated $62.9K.
  • Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1476 holding.
  • Focus Partners Wealth first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.