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 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

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CIM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Precedent Wealth Partners's BSMV Position: Q2 2026 in Review

Precedent Wealth Partners increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 7% in Q2 2026, buying an estimated $295K and bringing the position to 216,030 shares worth $4.53M. The position accounts for 0.75% of the portfolio, ranked #33.

Precedent Wealth Partners first reported a position in BSMV in Q4 2023 and has held it in 11 quarters since. 86 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

Precedent Wealth Partners held 216,030 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $4.53M as of Q2 2026.
Precedent Wealth Partners bought 14,039 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $295K.
Invesco BulletShares 2031 Municipal Bond ETF made up 0.75% of Precedent Wealth Partners's portfolio in Q2 2026, its #33 holding.
Precedent Wealth Partners first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
86 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.