MML Investors Services’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

MML Investors Services’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	$1.2M	Buy	57,332 +7,392	+15%	+$155K	﹤0.01%	1897
2026 Q1	$1.04M	Sell	49,940 -8,222	-14%	-$175K	﹤0.01%	1751
2025 Q4	$1.23M	Buy	58,162 +7,557	+15%	+$160K	﹤0.01%	1671
2025 Q3	$1.06M	Buy	50,605 +1,880	+4%	+$39.1K	﹤0.01%	1683
2025 Q2	$1M	Buy	48,725 +6,061	+14%	+$124K	﹤0.01%	1655
2025 Q1	$884K	Buy	42,664 +25,447	+148%	+$532K	﹤0.01%	1662
2024 Q4	$360K	Buy	+17,217	New	+$363K	﹤0.01%	2147

Other funds holding BSMV

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MML Investors Services's BSMV Position: Q2 2026 in Review

MML Investors Services increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 15% in Q2 2026, buying an estimated $155K and bringing the position to 57,332 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

MML Investors Services first reported a position in BSMV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q4 2025. 87 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

MML Investors Services held 57,332 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $1.2M as of Q2 2026.
MML Investors Services bought 7,392 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $155K.
Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1897 holding.
MML Investors Services first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
MML Investors Services's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $1.23M in Q4 2025.
87 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.