Raymond James Financial Services Advisors’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Raymond James Financial Services Advisors’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	$767K	Buy	35,978 +4,024	+13%	+$85.3K	﹤0.01%	2345
2024 Q2	$670K	Buy	31,954 +3,171	+11%	+$66.7K	﹤0.01%	2339
2024 Q1	$613K	Buy	28,783 +17,466	+154%	+$375K	﹤0.01%	2367
2023 Q4	$245K	Buy	+11,317	New	+$233K	﹤0.01%	2870

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial Services Advisors's BSMV Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 13% in Q3 2024, buying an estimated $85.3K and bringing the position to 35,978 shares worth $767K. The position accounts for ﹤0.01% of the portfolio, ranked #2345.

Raymond James Financial Services Advisors first reported a position in BSMV in Q4 2023 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold BSMV as of Q3 2024.

Raymond James Financial Services Advisors held 35,978 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $767K as of Q3 2024.
Raymond James Financial Services Advisors bought 4,024 Invesco BulletShares 2031 Municipal Bond ETF shares in Q3 2024, an estimated $85.3K.
Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2345 holding.
Raymond James Financial Services Advisors first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2023 and has held it in 4 quarters since.
50 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.