Key Financial Inc’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Key Financial Inc’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	$2.21M	Sell	105,714 -18,575	-15%	-$394K	0.39%	50
2025 Q4	$2.63M	Buy	124,289 +3,000	+2%	+$63.4K	0.48%	47
2025 Q3	$2.55M	Hold	121,289	–	–	0.47%	44
2025 Q2	$2.5M	Buy	121,289 +1,000	+0.8%	+$20.5K	0.5%	43
2025 Q1	$2.49M	Buy	120,289 +1,400	+1%	+$29.3K	0.54%	40
2024 Q4	$2.49M	Hold	118,889	–	–	0.57%	38
2024 Q3	$2.53M	Buy	118,889 +4,525	+4%	+$95.9K	0.56%	37
2024 Q2	$2.4M	Buy	114,364 +25,975	+29%	+$547K	0.57%	37
2024 Q1	$1.88M	Hold	88,389	–	–	0.48%	44
2023 Q4	$1.91M	Buy	88,389 +13,689	+18%	+$282K	0.52%	40
2023 Q3	$1.49M	Hold	74,700	–	–	0.5%	43
2023 Q2	$1.58M	Buy	+74,700	New	+$1.59M	0.52%	40

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 $500M AUM 17.24% 1-Year Est. Return

Key Financial Inc's BSMV Position: Q1 2026 in Review

Key Financial Inc reduced its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 15% in Q1 2026, selling an estimated $394K and leaving 105,714 shares worth $2.21M. The position accounts for 0.39% of the portfolio, ranked #50.

Key Financial Inc first reported a position in BSMV in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.63M in Q4 2025. 78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

Key Financial Inc held 105,714 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $2.21M as of Q1 2026.
Key Financial Inc sold 18,575 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2026, an estimated $394K.
Invesco BulletShares 2031 Municipal Bond ETF made up 0.39% of Key Financial Inc's portfolio in Q1 2026, its #50 holding.
Key Financial Inc first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q2 2023 and has held it in 12 quarters since.
Key Financial Inc's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $2.63M in Q4 2025.
78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.