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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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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 $500M AUM 17.24% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return