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Invariant Investment Management’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Invariant Investment Management’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 		$394K Buy
+19,700
New +$407K 0.23% 48

Other funds holding BSMV

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 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
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
GFPC
Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Invariant Investment Management's BSMV Position: Q3 2026 in Review

Invariant Investment Management opened a new position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q3 2026: 19,700 shares worth $394K. The stake represents 0.23% of the portfolio and ranks #48 among its holdings.

11 funds tracked by Wall St. Rank hold BSMV as of Q3 2026.

  • Invariant Investment Management held 19,700 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $394K as of Q3 2026.
  • Invesco BulletShares 2031 Municipal Bond ETF was a new Invariant Investment Management position in Q3 2026.
  • Invesco BulletShares 2031 Municipal Bond ETF made up 0.23% of Invariant Investment Management's portfolio in Q3 2026, its #48 holding.
  • 11 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q3 2026.

Based on Invariant Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.