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 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 $2.07B 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

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial's BSMV Position: Q1 2026 in Review

LPL Financial reduced its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 35% in Q1 2026, selling an estimated $2.87M and leaving 255,403 shares worth $5.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2565.

LPL Financial first reported a position in BSMV in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.25M in Q4 2025. 78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

LPL Financial held 255,403 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $5.33M as of Q1 2026.
LPL Financial sold 135,131 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2026, an estimated $2.87M.
Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2565 holding.
LPL Financial first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
LPL Financial's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $8.25M in Q4 2025.
78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.