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

LPL Financial’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 		$6.05M Buy
288,458
+33,055
+13% +$694K ﹤0.01% 2614
2026
Q1 		$5.33M Sell
255,403
-135,131
-35% -$2.87M ﹤0.01% 2565
2025
Q4 		$8.25M Buy
390,534
+9,492
+2% +$201K ﹤0.01% 2089
2025
Q3 		$8.01M Buy
381,042
+50,466
+15% +$1.05M ﹤0.01% 2079
2025
Q2 		$6.82M Sell
330,576
-11,235
-3% -$230K ﹤0.01% 2054
2025
Q1 		$7.09M Buy
341,811
+71,520
+26% +$1.5M ﹤0.01% 1860
2024
Q4 		$5.66M Buy
270,291
+80,300
+42% +$1.7M ﹤0.01% 1981
2024
Q3 		$4.05M Buy
189,991
+44,206
+30% +$937K ﹤0.01% 2160
2024
Q2 		$3.06M Buy
145,785
+15,180
+12% +$319K ﹤0.01% 2238
2024
Q1 		$2.78M Buy
130,605
+82,000
+169% +$1.76M ﹤0.01% 2250
2023
Q4 		$1.05M Buy
+48,605
New +$1M ﹤0.01% 3002

Other funds holding BSMV

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial's BSMV Position: Q2 2026 in Review

LPL Financial increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 13% in Q2 2026, buying an estimated $694K and bringing the position to 288,458 shares worth $6.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2614.

LPL Financial first reported a position in BSMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.25M in Q4 2025. 86 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

  • LPL Financial held 288,458 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $6.05M as of Q2 2026.
  • LPL Financial bought 33,055 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $694K.
  • Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2614 holding.
  • LPL Financial first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • LPL Financial's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $8.25M in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.