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Principal Securities’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Principal Securities’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
Q4 		– Sell
-3,209
Closed -$67.4K – 1630
2025
Q3 		$67.4K Sell
3,209
-176
-5% -$3.66K ﹤0.01% 1805
2025
Q2 		$69.8K Sell
3,385
-1,332
-28% -$27.3K ﹤0.01% 1715
2025
Q1 		$98.7K Hold
4,717
– – ﹤0.01% 1449
2024
Q4 		$98.7K Buy
+4,717
New +$99.6K ﹤0.01% 1447

Other funds holding BSMV

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Principal Securities's BSMV Position: Q4 2025 in Review

Principal Securities sold out of Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q4 2025, closing a stake of 3,209 shares — an estimated $67.4K sold.

Principal Securities first reported a position in BSMV in Q4 2024 and held it in 4 quarters. The position peaked at $98.7K in Q1 2025. 76 funds tracked by Wall St. Rank hold BSMV as of Q4 2025.

  • Principal Securities reported no remaining Invesco BulletShares 2031 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 3,209 Invesco BulletShares 2031 Municipal Bond ETF shares in Q4 2025, an estimated $67.4K.
  • Principal Securities first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2024 and held it in 4 quarters.
  • Principal Securities's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $98.7K in Q1 2025.
  • 76 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.