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Parkway Wealth Management’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Parkway Wealth Management’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 		$2.21M Buy
105,220
+3,234
+3% +$67.9K 0.25% 59
2026
Q1 		$2.14M Buy
101,986
+8,710
+9% +$185K 0.27% 59
2025
Q4 		$1.97M Buy
+93,276
New +$1.97M 0.26% 57

Other funds holding BSMV

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
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
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

Parkway Wealth Management's BSMV Position: Q2 2026 in Review

Parkway Wealth Management increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 3.2% in Q2 2026, buying an estimated $67.9K and bringing the position to 105,220 shares worth $2.21M. The position accounts for 0.25% of the portfolio, ranked #59.

Parkway Wealth Management first reported a position in BSMV in Q4 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

  • Parkway Wealth Management held 105,220 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $2.21M as of Q2 2026.
  • Parkway Wealth Management bought 3,234 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $67.9K.
  • Invesco BulletShares 2031 Municipal Bond ETF made up 0.25% of Parkway Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Parkway Wealth Management first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Parkway Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.