HighTower Advisors
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HighTower Advisors’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

HighTower Advisors’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 		$6.32M Buy
302,689
+82,178
+37% +$1.74M 0.01% 1083
2025
Q4 		$4.66M Buy
220,511
+150,658
+216% +$3.18M 0.01% 1206
2025
Q3 		$1.47M Buy
69,853
+7,217
+12% +$150K ﹤0.01% 1832
2025
Q2 		$1.29M Sell
62,636
-1,562
-2% -$32K ﹤0.01% 1837
2025
Q1 		$1.33M Sell
64,198
-698
-1% -$14.6K ﹤0.01% 1774
2024
Q4 		$1.36M Buy
64,896
+4,928
+8% +$104K ﹤0.01% 1768
2024
Q3 		$1.28M Buy
+59,968
New +$1.27M ﹤0.01% 1774

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
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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

HighTower Advisors's BSMV Position: Q1 2026 in Review

HighTower Advisors increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 37% in Q1 2026, buying an estimated $1.74M and bringing the position to 302,689 shares worth $6.32M. The position accounts for 0.01% of the portfolio, ranked #1083.

HighTower Advisors first reported a position in BSMV in Q3 2024 and has held it in 7 quarters since. 78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

  • HighTower Advisors held 302,689 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $6.32M as of Q1 2026.
  • HighTower Advisors bought 82,178 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2026, an estimated $1.74M.
  • Invesco BulletShares 2031 Municipal Bond ETF made up 0.01% of HighTower Advisors's portfolio in Q1 2026, its #1083 holding.
  • HighTower Advisors first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.