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Heritage Trust’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Heritage Trust’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 		$293K Buy
13,953
+1,934
+16% +$40.6K 0.03% 277
2026
Q1 		$251K Buy
+12,019
New +$255K 0.03% 288

Other funds holding BSMV

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
HighTower Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Heritage Trust's BSMV Position: Q2 2026 in Review

Heritage Trust increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 16% in Q2 2026, buying an estimated $40.6K and bringing the position to 13,953 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #277.

Heritage Trust first reported a position in BSMV in Q1 2026 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

  • Heritage Trust held 13,953 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $293K as of Q2 2026.
  • Heritage Trust bought 1,934 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $40.6K.
  • Invesco BulletShares 2031 Municipal Bond ETF made up 0.03% of Heritage Trust's portfolio in Q2 2026, its #277 holding.
  • Heritage Trust first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.