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 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

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

Larson Financial Group's BSMV Position: Q1 2026 in Review

Larson Financial Group held its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) position steady in Q1 2026 at 6,055 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Larson Financial Group first reported a position in BSMV in Q1 2025 and has held it in 5 quarters since. The position peaked at $128K in Q4 2025. 78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

Larson Financial Group held 6,055 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $126K as of Q1 2026.
Larson Financial Group left its Invesco BulletShares 2031 Municipal Bond ETF share count unchanged in Q1 2026.
Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #891 holding.
Larson Financial Group first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
Larson Financial Group's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $128K in Q4 2025.
78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.