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Harbour Investments’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Harbour Investments’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 		$199K Hold
9,517
– – ﹤0.01% 1538
2025
Q4 		$201K Buy
9,517
+472
+5% +$9.97K ﹤0.01% 1278
2025
Q3 		$190K Buy
+9,045
New +$188K ﹤0.01% 1255

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

Harbour Investments's BSMV Position: Q1 2026 in Review

Harbour Investments held its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) position steady in Q1 2026 at 9,517 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Harbour Investments first reported a position in BSMV in Q3 2025 and has held it in 3 quarters since. The position peaked at $201K in Q4 2025. 78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

  • Harbour Investments held 9,517 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $199K as of Q1 2026.
  • Harbour Investments left its Invesco BulletShares 2031 Municipal Bond ETF share count unchanged in Q1 2026.
  • Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1538 holding.
  • Harbour Investments first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Harbour Investments's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $201K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.