MWM
BSMV icon

Mission Wealth Management’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Mission Wealth Management’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 		$768K Buy
+36,616
New +$769K 0.01% 553

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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 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
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
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

Mission Wealth Management's BSMV Position: Q2 2026 in Review

Mission Wealth Management opened a new position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q2 2026: 36,616 shares worth $768K. The stake represents 0.01% of the portfolio and ranks #553 among its holdings.

20 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

  • Mission Wealth Management held 36,616 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $768K as of Q2 2026.
  • Invesco BulletShares 2031 Municipal Bond ETF was a new Mission Wealth Management position in Q2 2026.
  • Invesco BulletShares 2031 Municipal Bond ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #553 holding.
  • 20 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.