Gradient Capital Advisors’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Gradient Capital Advisors’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	$413K	Hold	19,704	–	–	0.1%	126
2026 Q1	$411K	Hold	19,704	–	–	0.11%	116
2025 Q4	$416K	Hold	19,704	–	–	0.11%	115
2025 Q3	$414K	Hold	19,704	–	–	0.11%	113
2025 Q2	$406K	Hold	19,704	–	–	0.12%	111
2025 Q1	$408K	Hold	19,704	–	–	0.13%	105
2024 Q4	$412K	Hold	19,704	–	–	0.13%	103
2024 Q3	$420K	Hold	19,704	–	–	0.14%	100
2024 Q2	$413K	Hold	19,704	–	–	0.15%	99
2024 Q1	$420K	Hold	19,704	–	–	0.15%	102
2023 Q4	$426K	Hold	19,704	–	–	0.16%	96
2023 Q3	$394K	Hold	19,704	–	–	0.16%	95
2023 Q2	$417K	Hold	19,704	–	–	0.17%	94
2023 Q1	$422K	Hold	19,704	–	–	0.18%	89
2022 Q4	$409K	Buy	+19,704	New	+$401K	0.19%	87

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

Gradient Capital Advisors's BSMV Position: Q2 2026 in Review

Gradient Capital Advisors held its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) position steady in Q2 2026 at 19,704 shares worth $413K. The position accounts for 0.1% of the portfolio, ranked #126.

Gradient Capital Advisors first reported a position in BSMV in Q4 2022 and has held it in 15 quarters since. The position peaked at $426K in Q4 2023. 85 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

Gradient Capital Advisors held 19,704 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $413K as of Q2 2026.
Gradient Capital Advisors left its Invesco BulletShares 2031 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2031 Municipal Bond ETF made up 0.1% of Gradient Capital Advisors's portfolio in Q2 2026, its #126 holding.
Gradient Capital Advisors first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
Gradient Capital Advisors's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $426K in Q4 2023.
85 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.