LPT
BSMV icon

Legacy Private Trust’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Legacy Private Trust’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 		$2.55M Buy
121,639
+61,176
+101% +$1.28M 0.14% 110
2026
Q1 		$1.26M Buy
+60,463
New +$1.28M 0.08% 150

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
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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Legacy Private Trust's BSMV Position: Q2 2026 in Review

Legacy Private Trust increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 101% in Q2 2026, buying an estimated $1.28M and bringing the position to 121,639 shares worth $2.55M. The position accounts for 0.14% of the portfolio, ranked #110.

Legacy Private Trust first reported a position in BSMV in Q1 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

  • Legacy Private Trust held 121,639 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $2.55M as of Q2 2026.
  • Legacy Private Trust bought 61,176 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $1.28M.
  • Invesco BulletShares 2031 Municipal Bond ETF made up 0.14% of Legacy Private Trust's portfolio in Q2 2026, its #110 holding.
  • Legacy Private Trust first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.