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

Kestra 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
2025
Q1 		– Sell
-34
Closed -$715 – 958
2024
Q4 		$715 Buy
+34
New +$718 ﹤0.01% 1113

Other funds holding BSMV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kestra Investment Management's BSMV Position: Q1 2025 in Review

Kestra Investment Management sold out of Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q1 2025, closing a stake of 34 shares — an estimated $715 sold.

Kestra Investment Management first reported a position in BSMV in Q4 2024 and held it in 1 quarter. The position peaked at $715 in Q4 2024. 59 funds tracked by Wall St. Rank hold BSMV as of Q1 2025.

  • Kestra Investment Management reported no remaining Invesco BulletShares 2031 Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 34 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2025, an estimated $715.
  • Kestra Investment Management first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $715 in Q4 2024.
  • 59 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.