Koss-Olinger Consulting’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Koss-Olinger Consulting’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	–	Sell	-26,048	Closed	-$551K	–	265
2025 Q4	$551K	Hold	26,048	–	–	0.04%	155
2025 Q3	$537K	Hold	26,048	–	–	0.04%	191
2025 Q2	$537K	Buy	+26,048	New	+$533K	0.04%	192

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

Koss-Olinger Consulting's BSMV Position: Q1 2026 in Review

Koss-Olinger Consulting sold out of Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q1 2026, closing a stake of 26,048 shares — an estimated $551K sold.

Koss-Olinger Consulting first reported a position in BSMV in Q2 2025 and held it in 3 quarters. The position peaked at $551K in Q4 2025. 78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

Koss-Olinger Consulting reported no remaining Invesco BulletShares 2031 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Koss-Olinger Consulting sold 26,048 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2026, an estimated $551K.
Koss-Olinger Consulting first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q2 2025 and held it in 3 quarters.
Koss-Olinger Consulting's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $551K in Q4 2025.
78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.