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 Q3	$4.84M	Buy	243,388 +27,358	+13%	+$565K	0.74%	39
2026 Q2	$4.53M	Buy	216,030 +14,039	+7%	+$295K	0.75%	33
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

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Precedent Wealth Partners's BSMV Position: Q3 2026 in Review

Precedent Wealth Partners increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 13% in Q3 2026, buying an estimated $565K and bringing the position to 243,388 shares worth $4.84M. The position accounts for 0.74% of the portfolio, ranked #39.

Precedent Wealth Partners first reported a position in BSMV in Q4 2023 and has held it in 12 quarters since. 22 funds tracked by Wall St. Rank hold BSMV as of Q3 2026.

Precedent Wealth Partners held 243,388 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $4.84M as of Q3 2026.
Precedent Wealth Partners bought 27,358 Invesco BulletShares 2031 Municipal Bond ETF shares in Q3 2026, an estimated $565K.
Invesco BulletShares 2031 Municipal Bond ETF made up 0.74% of Precedent Wealth Partners's portfolio in Q3 2026, its #39 holding.
Precedent Wealth Partners first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2023 and has held it in 12 quarters since.
22 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.