Kestra Advisory Services’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Kestra Advisory Services’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	$1.84M	Sell	92,458 -3,691	-4%	-$76.2K	0.01%	1522
2026 Q2	$2.02M	Buy	96,149 +4,909	+5%	+$103K	0.01%	1351
2026 Q1	$1.91M	Buy	91,240 +856	+0.9%	+$18.2K	0.01%	1335
2025 Q4	$1.91M	Buy	90,384 +385	+0.4%	+$8.13K	0.01%	1233
2025 Q3	$1.89M	Buy	89,999 +8,881	+11%	+$185K	0.01%	1187
2025 Q2	$1.67M	Buy	81,118 +1,727	+2%	+$35.4K	0.01%	1178
2025 Q1	$1.65M	Buy	79,391 +458	+0.6%	+$9.6K	0.01%	1083
2024 Q4	$1.65M	Sell	78,933 -5,806	-7%	-$123K	0.01%	1107
2024 Q3	$1.81M	Buy	84,739 +7,716	+10%	+$164K	0.01%	1004
2024 Q2	$1.61M	Buy	77,023 +18,895	+33%	+$398K	0.01%	1070
2024 Q1	$1.24M	Buy	58,128 +3,888	+7%	+$83.4K	0.01%	1115
2023 Q4	$1.17M	Buy	+54,240	New	+$1.12M	0.01%	1039
2022 Q4	–	Sell	-12,160	Closed	-$240K	–	2264
2022 Q3	$240K	Buy	+12,160	New	+$253K	﹤0.01%	1736

Other funds holding BSMV

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Kestra Advisory Services's BSMV Position: Q3 2026 in Review

Kestra Advisory Services reduced its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 3.8% in Q3 2026, selling an estimated $76.2K and leaving 92,458 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #1522.

Kestra Advisory Services first reported a position in BSMV in Q3 2022 and has held it in 13 quarters since. The position peaked at $2.02M in Q2 2026. 46 funds tracked by Wall St. Rank hold BSMV as of Q3 2026.

Kestra Advisory Services held 92,458 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $1.84M as of Q3 2026.
Kestra Advisory Services sold 3,691 Invesco BulletShares 2031 Municipal Bond ETF shares in Q3 2026, an estimated $76.2K.
Invesco BulletShares 2031 Municipal Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1522 holding.
Kestra Advisory Services first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2022 and has held it in 13 quarters since.
Kestra Advisory Services's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $2.02M in Q2 2026.
46 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.