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Plante Moran Financial Advisors’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Plante Moran Financial Advisors’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 		$50.5K Buy
+2,406
New +$50.5K ﹤0.01% 348

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

Plante Moran Financial Advisors's BSMV Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q2 2026: 2,406 shares worth $50.5K. The stake represents ﹤0.01% of the portfolio and ranks #348 among its holdings.

87 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

  • Plante Moran Financial Advisors held 2,406 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $50.5K as of Q2 2026.
  • Invesco BulletShares 2031 Municipal Bond ETF was a new Plante Moran Financial Advisors position in Q2 2026.
  • Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #348 holding.
  • 87 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.