MONECO Advisors’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

MONECO Advisors’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	$2.92M	Buy	139,362 +4,732	+4%	+$99.3K	0.18%	120
2026 Q1	$2.81M	Buy	134,630 +23,806	+21%	+$505K	0.22%	105
2025 Q4	$2.34M	Buy	110,824 +1,833	+2%	+$38.7K	0.19%	120
2025 Q3	$2.29M	Buy	108,991 +7,444	+7%	+$155K	0.19%	114
2025 Q2	$2.09M	Buy	101,547 +33,129	+48%	+$678K	0.19%	115
2025 Q1	$1.42M	Buy	68,418 +31,862	+87%	+$666K	0.15%	145
2024 Q4	$765K	Buy	36,556 +12,481	+52%	+$263K	0.08%	208
2024 Q3	$513K	Buy	+24,075	New	+$510K	0.06%	253

Other funds holding BSMV

HBT

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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

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 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

MONECO Advisors's BSMV Position: Q2 2026 in Review

MONECO Advisors increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 3.5% in Q2 2026, buying an estimated $99.3K and bringing the position to 139,362 shares worth $2.92M. The position accounts for 0.18% of the portfolio, ranked #120.

MONECO Advisors first reported a position in BSMV in Q3 2024 and has held it in 8 quarters since. 85 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

MONECO Advisors held 139,362 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $2.92M as of Q2 2026.
MONECO Advisors bought 4,732 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $99.3K.
Invesco BulletShares 2031 Municipal Bond ETF made up 0.18% of MONECO Advisors's portfolio in Q2 2026, its #120 holding.
MONECO Advisors first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
85 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.