JY
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Jeff Yass’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Jeff Yass’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
2024
Q4 		– Sell
-21,122
Closed -$450K – 12232
2024
Q3 		$450K Buy
+21,122
New +$448K ﹤0.01% 8713
2022
Q3 		– Sell
-15,452
Closed -$321K – 13198
2022
Q2 		$321K Buy
+15,452
New +$326K ﹤0.01% 9399

Other funds holding BSMV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Jeff Yass's BSMV Position: Q4 2024 in Review

Jeff Yass sold out of Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q4 2024, closing a stake of 21,122 shares — an estimated $450K sold.

Jeff Yass first reported a position in BSMV in Q2 2022 and held it in 2 quarters. The position peaked at $450K in Q3 2024. 58 funds tracked by Wall St. Rank hold BSMV as of Q4 2024.

  • Jeff Yass reported no remaining Invesco BulletShares 2031 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Jeff Yass sold 21,122 Invesco BulletShares 2031 Municipal Bond ETF shares in Q4 2024, an estimated $450K.
  • Jeff Yass first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q2 2022 and held it in 2 quarters.
  • Jeff Yass's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $450K in Q3 2024.
  • 58 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q4 2024.

Based on Susquehanna International Group's 13F filing for Q4 2024, filed 14 Feb 2025.