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PAX Financial Group’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

PAX Financial Group’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
Q2 		– Sell
-11,422
Closed -$237K – 242
2025
Q1 		$237K Buy
+11,422
New +$239K 0.04% 230

Other funds holding BSMV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

PAX Financial Group's BSMV Position: Q2 2025 in Review

PAX Financial Group sold out of Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q2 2025, closing a stake of 11,422 shares — an estimated $237K sold.

PAX Financial Group first reported a position in BSMV in Q1 2025 and held it in 1 quarter. The position peaked at $237K in Q1 2025. 58 funds tracked by Wall St. Rank hold BSMV as of Q2 2025.

  • PAX Financial Group reported no remaining Invesco BulletShares 2031 Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • PAX Financial Group sold 11,422 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2025, an estimated $237K.
  • PAX Financial Group first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q1 2025 and held it in 1 quarter.
  • PAX Financial Group's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $237K in Q1 2025.
  • 58 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2025.

Based on PAX Financial Group's 13F filing for Q2 2025, filed 11 Aug 2025.