IFP Advisors
BSMV icon

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
Q3 		$9.47K Hold
476
– – ﹤0.01% 3431
2026
Q2 		$10K 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

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

IFP Advisors's BSMV Position: Q3 2026 in Review

IFP Advisors held its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) position steady in Q3 2026 at 476 shares worth $9.47K. The position accounts for ﹤0.01% of the portfolio, ranked #3431.

IFP Advisors first reported a position in BSMV in Q1 2026 and has held it in 3 quarters since. The position peaked at $10K in Q2 2026. 27 funds tracked by Wall St. Rank hold BSMV as of Q3 2026.

  • IFP Advisors held 476 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $9.47K as of Q3 2026.
  • IFP Advisors left its Invesco BulletShares 2031 Municipal Bond ETF share count unchanged in Q3 2026.
  • Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3431 holding.
  • IFP Advisors first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • IFP Advisors's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $10K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.