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ORG Partners’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

ORG Partners’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
2025
Q4 		$142K Hold
6,700
– – 0.02% 388
2025
Q3 		$141K Buy
+6,700
New +$139K 0.03% 399

Other funds holding BSMV

HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ORG Partners's BSMV Position: Q4 2025 in Review

ORG Partners held its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) position steady in Q4 2025 at 6,700 shares worth $142K. The position accounts for 0.02% of the portfolio, ranked #388.

ORG Partners first reported a position in BSMV in Q3 2025 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold BSMV as of Q4 2025.

  • ORG Partners held 6,700 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $142K as of Q4 2025.
  • ORG Partners left its Invesco BulletShares 2031 Municipal Bond ETF share count unchanged in Q4 2025.
  • Invesco BulletShares 2031 Municipal Bond ETF made up 0.02% of ORG Partners's portfolio in Q4 2025, its #388 holding.
  • ORG Partners first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.