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 Q1	$251K	Buy	+12,019	New	+$255K	0.03%	288

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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

Heritage Trust's BSMV Position: Q1 2026 in Review

Heritage Trust opened a new position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q1 2026: 12,019 shares worth $251K. The stake represents 0.03% of the portfolio and ranks #288 among its holdings.

78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

Heritage Trust held 12,019 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $251K as of Q1 2026.
Invesco BulletShares 2031 Municipal Bond ETF was a new Heritage Trust position in Q1 2026.
Invesco BulletShares 2031 Municipal Bond ETF made up 0.03% of Heritage Trust's portfolio in Q1 2026, its #288 holding.
78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.