IWS
BSMV icon

Intentional Wealth Strategies’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Intentional Wealth Strategies’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 		$248K Sell
11,809
-826
-7% -$17.3K 0.23% 58
2026
Q1 		$264K Buy
+12,635
New +$268K 0.25% 50

Other funds holding BSMV

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Intentional Wealth Strategies's BSMV Position: Q2 2026 in Review

Intentional Wealth Strategies reduced its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 6.5% in Q2 2026, selling an estimated $17.3K and leaving 11,809 shares worth $248K. The position accounts for 0.23% of the portfolio, ranked #58.

Intentional Wealth Strategies first reported a position in BSMV in Q1 2026 and has held it in 2 quarters since. The position peaked at $264K in Q1 2026. 81 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

  • Intentional Wealth Strategies held 11,809 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $248K as of Q2 2026.
  • Intentional Wealth Strategies sold 826 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $17.3K.
  • Invesco BulletShares 2031 Municipal Bond ETF made up 0.23% of Intentional Wealth Strategies's portfolio in Q2 2026, its #58 holding.
  • Intentional Wealth Strategies first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Intentional Wealth Strategies's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $264K in Q1 2026.
  • 81 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.