Larson Financial Group’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Larson Financial Group’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 Q3	$120K	Hold	6,055	–	–	﹤0.01%	1158
2026 Q2	$127K	Hold	6,055	–	–	﹤0.01%	1057
2026 Q1	$126K	Hold	6,055	–	–	﹤0.01%	891
2025 Q4	$128K	Hold	6,055	–	–	﹤0.01%	843
2025 Q3	$127K	Hold	6,055	–	–	﹤0.01%	817
2025 Q2	$125K	Hold	6,055	–	–	0.01%	779
2025 Q1	$126K	Buy	+6,055	New	+$127K	0.01%	738

Other funds holding BSMV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Larson Financial Group's BSMV Position: Q3 2026 in Review

Larson Financial Group held its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) position steady in Q3 2026 at 6,055 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

Larson Financial Group first reported a position in BSMV in Q1 2025 and has held it in 7 quarters since. The position peaked at $128K in Q4 2025. 41 funds tracked by Wall St. Rank hold BSMV as of Q3 2026.

Larson Financial Group held 6,055 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $120K as of Q3 2026.
Larson Financial Group left its Invesco BulletShares 2031 Municipal Bond ETF share count unchanged in Q3 2026.
Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1158 holding.
Larson Financial Group first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q1 2025 and has held it in 7 quarters since.
Larson Financial Group's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $128K in Q4 2025.
41 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.