Global Financial Private Client’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Global Financial Private Client’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	$256K	Hold	12,208	–	–	0.07%	223
2026 Q1	$255K	Buy	+12,208	New	+$259K	0.08%	211
2025 Q2	–	Sell	-5,728	Closed	-$119K	–	406
2025 Q1	$119K	Sell	5,728 -427	-7%	-$8.93K	0.05%	249
2024 Q4	$129K	Buy	+6,155	New	+$130K	0.05%	234

Other funds holding BSMV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Global Financial Private Client's BSMV Position: Q2 2026 in Review

Global Financial Private Client held its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) position steady in Q2 2026 at 12,208 shares worth $256K. The position accounts for 0.07% of the portfolio, ranked #223.

Global Financial Private Client first reported a position in BSMV in Q4 2024 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

Global Financial Private Client held 12,208 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $256K as of Q2 2026.
Global Financial Private Client left its Invesco BulletShares 2031 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2031 Municipal Bond ETF made up 0.07% of Global Financial Private Client's portfolio in Q2 2026, its #223 holding.
Global Financial Private Client first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2024 and has held it in 4 quarters since.
20 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.