HGA
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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 $376B AUM 19.32% 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
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 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 $564B AUM 30.12% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return