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 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%	+$9.58K	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

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kestra Advisory Services's BSMV Position: Q2 2026 in Review

Kestra Advisory Services increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 5.4% in Q2 2026, buying an estimated $103K and bringing the position to 96,149 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #1351.

Kestra Advisory Services first reported a position in BSMV in Q3 2022 and has held it in 12 quarters since. 86 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

Kestra Advisory Services held 96,149 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $2.02M as of Q2 2026.
Kestra Advisory Services bought 4,909 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $103K.
Invesco BulletShares 2031 Municipal Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1351 holding.
Kestra Advisory Services first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2022 and has held it in 12 quarters since.
86 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.