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

Hobbs Group 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
2025
Q2 		– Sell
-15,675
Closed -$325K – 151
2025
Q1 		$325K Sell
15,675
-133
-0.8% -$2.78K 0.12% 115
2024
Q4 		$331K Buy
15,808
+3,920
+33% +$82.8K 0.12% 114
2024
Q3 		$253K Buy
11,888
+4,655
+64% +$98.7K 0.09% 125
2024
Q2 		$152K Buy
+7,233
New +$152K 0.06% 158
2023
Q4 		$105K Buy
+4,861
New +$100K 0.05% 155

Other funds holding BSMV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Hobbs Group Advisors's BSMV Position: Q2 2025 in Review

Hobbs Group Advisors sold out of Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q2 2025, closing a stake of 15,675 shares — an estimated $325K sold.

Hobbs Group Advisors first reported a position in BSMV in Q4 2023 and held it in 5 quarters. The position peaked at $331K in Q4 2024. 58 funds tracked by Wall St. Rank hold BSMV as of Q2 2025.

  • Hobbs Group Advisors reported no remaining Invesco BulletShares 2031 Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Hobbs Group Advisors sold 15,675 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2025, an estimated $325K.
  • Hobbs Group Advisors first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2023 and held it in 5 quarters.
  • Hobbs Group Advisors's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $331K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2025.

Based on Hobbs Group Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.