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Harbor Investment Advisory’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Harbor Investment Advisory’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
Q3 		$11.3K Hold
570
– – ﹤0.01% 1089
2026
Q2 		$12K Buy
+570
New +$12K ﹤0.01% 1026

Other funds holding BSMV

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
GFPC
Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Harbor Investment Advisory's BSMV Position: Q3 2026 in Review

Harbor Investment Advisory held its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) position steady in Q3 2026 at 570 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Harbor Investment Advisory first reported a position in BSMV in Q2 2026 and has held it in 2 quarters since. The position peaked at $12K in Q2 2026. 11 funds tracked by Wall St. Rank hold BSMV as of Q3 2026.

  • Harbor Investment Advisory held 570 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $11.3K as of Q3 2026.
  • Harbor Investment Advisory left its Invesco BulletShares 2031 Municipal Bond ETF share count unchanged in Q3 2026.
  • Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1089 holding.
  • Harbor Investment Advisory first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Harbor Investment Advisory's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $12K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.