Private Trust Company’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Private Trust Company’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	$36.3K	Buy	+1,730	New	+$36.3K	﹤0.01%	1532

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

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 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

Private Trust Company's BSMV Position: Q2 2026 in Review

Private Trust Company opened a new position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q2 2026: 1,730 shares worth $36.3K. The stake represents ﹤0.01% of the portfolio and ranks #1532 among its holdings.

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

Private Trust Company held 1,730 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $36.3K as of Q2 2026.
Invesco BulletShares 2031 Municipal Bond ETF was a new Private Trust Company position in Q2 2026.
Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1532 holding.
85 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.