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 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 $2.07B AUM 13.46% 1-Year Est. Return

CIM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Kestra Advisory Services's BSMV Position: Q1 2026 in Review

Kestra Advisory Services increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 0.95% in Q1 2026, buying an estimated $18.2K and bringing the position to 91,240 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #1335.

Kestra Advisory Services first reported a position in BSMV in Q3 2022 and has held it in 11 quarters since. The position peaked at $1.91M in Q4 2025. 78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

Kestra Advisory Services held 91,240 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $1.91M as of Q1 2026.
Kestra Advisory Services bought 856 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2026, an estimated $18.2K.
Invesco BulletShares 2031 Municipal Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1335 holding.
Kestra Advisory Services first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2022 and has held it in 11 quarters since.
Kestra Advisory Services's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $1.91M in Q4 2025.
78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.