MPWT
BSMV icon

MassMutual Private Wealth & Trust’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

MassMutual Private Wealth & 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
Q1 		– Sell
-7,457
Closed -$158K – 2402
2025
Q4 		$158K Sell
7,457
-1,921
-20% -$40.6K ﹤0.01% 489
2025
Q3 		$197K Buy
+9,378
New +$195K 0.01% 450

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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
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

MassMutual Private Wealth & Trust's BSMV Position: Q1 2026 in Review

MassMutual Private Wealth & Trust sold out of Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q1 2026, closing a stake of 7,457 shares — an estimated $158K sold.

MassMutual Private Wealth & Trust first reported a position in BSMV in Q3 2025 and held it in 2 quarters. The position peaked at $197K in Q3 2025. 78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

  • MassMutual Private Wealth & Trust reported no remaining Invesco BulletShares 2031 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 7,457 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2026, an estimated $158K.
  • MassMutual Private Wealth & Trust first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2025 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $197K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2026, filed 13 Apr 2026.