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

IFP 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 		$9.99K Buy
476
+204
+75% +$4.28K ﹤0.01% 3398
2026
Q1 		$5.68K Buy
+272
New +$5.77K ﹤0.01% 3443

Other funds holding BSMV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

IFP Advisors's BSMV Position: Q2 2026 in Review

IFP Advisors increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 75% in Q2 2026, buying an estimated $4.28K and bringing the position to 476 shares worth $9.99K. The position accounts for ﹤0.01% of the portfolio, ranked #3398.

IFP Advisors first reported a position in BSMV in Q1 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

  • IFP Advisors held 476 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $9.99K as of Q2 2026.
  • IFP Advisors bought 204 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $4.28K.
  • Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3398 holding.
  • IFP Advisors first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.