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NorthAvenue LLC’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

NorthAvenue LLC’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 		$71.3K Buy
3,399
+947
+39% +$19.9K 0.05% 61
2026
Q1 		$51.2K Buy
2,452
+1,028
+72% +$21.8K 0.04% 63
2025
Q4 		$30.1K Buy
+1,424
New +$30.1K 0.02% 87

Other funds holding BSMV

Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Atlantic Union Bankshares
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NorthAvenue LLC's BSMV Position: Q2 2026 in Review

NorthAvenue LLC increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 39% in Q2 2026, buying an estimated $19.9K and bringing the position to 3,399 shares worth $71.3K. The position accounts for 0.05% of the portfolio, ranked #61.

NorthAvenue LLC first reported a position in BSMV in Q4 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

  • NorthAvenue LLC held 3,399 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $71.3K as of Q2 2026.
  • NorthAvenue LLC bought 947 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $19.9K.
  • Invesco BulletShares 2031 Municipal Bond ETF made up 0.05% of NorthAvenue LLC's portfolio in Q2 2026, its #61 holding.
  • NorthAvenue LLC first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.