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 Q2	$7.03M	Buy	334,767 +32,078	+11%	+$673K	0.01%	1078
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 $2.35B AUM 17.18% 1-Year Est. Return

CIM

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HighTower Advisors's BSMV Position: Q2 2026 in Review

HighTower Advisors increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 11% in Q2 2026, buying an estimated $673K and bringing the position to 334,767 shares worth $7.03M. The position accounts for 0.01% of the portfolio, ranked #1078.

HighTower Advisors first reported a position in BSMV in Q3 2024 and has held it in 8 quarters since. 86 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

HighTower Advisors held 334,767 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $7.03M as of Q2 2026.
HighTower Advisors bought 32,078 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $673K.
Invesco BulletShares 2031 Municipal Bond ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #1078 holding.
HighTower Advisors first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
86 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.