Morgan Stanley
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Morgan Stanley’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Morgan Stanley’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 		$5.37M Buy
257,116
+10,367
+4% +$220K ﹤0.01% 4083
2025
Q4 		$5.22M Buy
246,749
+103,477
+72% +$2.19M ﹤0.01% 4139
2025
Q3 		$3.01M Buy
143,272
+37,659
+36% +$783K ﹤0.01% 4526
2025
Q2 		$2.18M Buy
105,613
+32,903
+45% +$674K ﹤0.01% 4646
2025
Q1 		$1.51M Buy
72,710
+26,280
+57% +$550K ﹤0.01% 4780
2024
Q4 		$972K Buy
46,430
+9,238
+25% +$195K ﹤0.01% 5106
2024
Q3 		$792K Buy
37,192
+13,584
+58% +$288K ﹤0.01% 5175
2024
Q2 		$495K Buy
23,608
+1,691
+8% +$35.6K ﹤0.01% 5300
2024
Q1 		$467K Sell
21,917
-9,193
-30% -$197K ﹤0.01% 5346
2023
Q4 		$673K Buy
31,110
+27,952
+885% +$576K ﹤0.01% 5490
2023
Q3 		$63.2K Hold
3,158
– – ﹤0.01% 6067
2023
Q2 		$66.8K Sell
3,158
-480
-13% -$10.2K ﹤0.01% 6103
2023
Q1 		$77.9K Buy
3,638
+3,158
+658% +$67K ﹤0.01% 6106
2022
Q4 		$9.97K Buy
+480
New +$9.77K ﹤0.01% 6936

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

Morgan Stanley's BSMV Position: Q1 2026 in Review

Morgan Stanley increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 4.2% in Q1 2026, buying an estimated $220K and bringing the position to 257,116 shares worth $5.37M. The position accounts for ﹤0.01% of the portfolio, ranked #4083.

Morgan Stanley first reported a position in BSMV in Q4 2022 and has held it in 14 quarters since. 78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

  • Morgan Stanley held 257,116 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $5.37M as of Q1 2026.
  • Morgan Stanley bought 10,367 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2026, an estimated $220K.
  • Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4083 holding.
  • Morgan Stanley first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.