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

NewEdge 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	$270K	Hold	12,850	–	–	﹤0.01%	2578
2026 Q1	$268K	Buy	12,850 +10,250	+394%	+$218K	﹤0.01%	2417
2025 Q4	$55K	Hold	2,600	–	–	﹤0.01%	2938
2025 Q3	$54.6K	Hold	2,600	–	–	﹤0.01%	2799
2025 Q2	$53.6K	Hold	2,600	–	–	﹤0.01%	2646
2025 Q1	$53.9K	Buy	+2,600	New	+$54.4K	﹤0.01%	2533

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

NewEdge Advisors's BSMV Position: Q2 2026 in Review

NewEdge Advisors held its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) position steady in Q2 2026 at 12,850 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #2578.

NewEdge Advisors first reported a position in BSMV in Q1 2025 and has held it in 6 quarters since. 85 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

NewEdge Advisors held 12,850 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $270K as of Q2 2026.
NewEdge Advisors left its Invesco BulletShares 2031 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2578 holding.
NewEdge Advisors first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
85 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.