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

Precedent Wealth 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
2026 Q1	$4.22M	Buy	201,991 +12,074	+6%	+$256K	0.84%	27
2025 Q4	$4.01M	Buy	189,917 +11,826	+7%	+$250K	0.84%	30
2025 Q3	$3.74M	Buy	178,091 +21,122	+13%	+$439K	0.82%	30
2025 Q2	$3.24M	Buy	156,969 +15,574	+11%	+$319K	0.79%	30
2025 Q1	$2.93M	Buy	141,395 +67,193	+91%	+$1.41M	0.81%	28
2024 Q4	$1.55M	Buy	74,202 +3,171	+4%	+$66.9K	0.51%	54
2024 Q3	$1.51M	Buy	71,031 +13,419	+23%	+$284K	0.5%	53
2024 Q2	$1.21M	Buy	57,612 +8,932	+18%	+$188K	0.49%	55
2024 Q1	$1.04M	Buy	48,680 +11,056	+29%	+$237K	0.45%	57
2023 Q4	$814K	Buy	+37,624	New	+$775K	0.41%	67

Other funds holding BSMV

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Precedent Wealth Partners's BSMV Position: Q1 2026 in Review

Precedent Wealth Partners increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 6.4% in Q1 2026, buying an estimated $256K and bringing the position to 201,991 shares worth $4.22M. The position accounts for 0.84% of the portfolio, ranked #27.

Precedent Wealth Partners first reported a position in BSMV in Q4 2023 and has held it in 10 quarters since. 78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

Precedent Wealth Partners held 201,991 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $4.22M as of Q1 2026.
Precedent Wealth Partners bought 12,074 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2026, an estimated $256K.
Invesco BulletShares 2031 Municipal Bond ETF made up 0.84% of Precedent Wealth Partners's portfolio in Q1 2026, its #27 holding.
Precedent Wealth Partners first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on Precedent Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.