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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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 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. 21 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.
  • 21 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.