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Raymond James & Associates’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Raymond James & Associates’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
2024
Q3 		$1M Buy
47,042
+36,169
+333% +$767K ﹤0.01% 2683
2024
Q2 		$228K Buy
+10,873
New +$229K ﹤0.01% 3532

Other funds holding BSMV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James & Associates's BSMV Position: Q3 2024 in Review

Raymond James & Associates increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 333% in Q3 2024, buying an estimated $767K and bringing the position to 47,042 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #2683.

Raymond James & Associates first reported a position in BSMV in Q2 2024 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold BSMV as of Q3 2024.

  • Raymond James & Associates held 47,042 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $1M as of Q3 2024.
  • Raymond James & Associates bought 36,169 Invesco BulletShares 2031 Municipal Bond ETF shares in Q3 2024, an estimated $767K.
  • Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2683 holding.
  • Raymond James & Associates first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.