Higgins & Schmidt Wealth Strategies’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Higgins & Schmidt Wealth Strategies’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
2025 Q1	–	Sell	-11,145	Closed	-$233K	–	48
2024 Q4	$233K	Sell	11,145 -2,371	-18%	-$50.1K	0.15%	44
2024 Q3	$288K	Buy	13,516 +942	+7%	+$20K	0.19%	43
2024 Q2	$264K	Sell	12,574 -41	-0.3%	-$863	0.19%	42
2024 Q1	$269K	Buy	12,615 +1,596	+14%	+$34.3K	0.2%	41
2023 Q4	$238K	Buy	+11,019	New	+$227K	0.19%	40

Other funds holding BSMV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EFP

Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's BSMV Position: Q1 2025 in Review

Higgins & Schmidt Wealth Strategies sold out of Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q1 2025, closing a stake of 11,145 shares — an estimated $233K sold.

Higgins & Schmidt Wealth Strategies first reported a position in BSMV in Q4 2023 and held it in 5 quarters. The position peaked at $288K in Q3 2024. 59 funds tracked by Wall St. Rank hold BSMV as of Q1 2025.

Higgins & Schmidt Wealth Strategies reported no remaining Invesco BulletShares 2031 Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Higgins & Schmidt Wealth Strategies sold 11,145 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2025, an estimated $233K.
Higgins & Schmidt Wealth Strategies first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2023 and held it in 5 quarters.
Higgins & Schmidt Wealth Strategies's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $288K in Q3 2024.
59 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2025.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q1 2025, filed 21 Apr 2025.