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

Kestra Private Wealth 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 		$319K Buy
+15,186
New +$319K ﹤0.01% 1471

Other funds holding BSMV

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
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Kestra Private Wealth Services's BSMV Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q2 2026: 15,186 shares worth $319K. The stake represents ﹤0.01% of the portfolio and ranks #1471 among its holdings.

32 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

  • Kestra Private Wealth Services held 15,186 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $319K as of Q2 2026.
  • Invesco BulletShares 2031 Municipal Bond ETF was a new Kestra Private Wealth Services position in Q2 2026.
  • Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1471 holding.
  • 32 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

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