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

Raymond James Financial’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	$4.18M	Buy	199,030 +6,367	+3%	+$134K	﹤0.01%	2885
2026 Q1	$4.02M	Buy	192,663 +3,422	+2%	+$72.6K	﹤0.01%	2767
2025 Q4	$4M	Buy	189,241 +42,834	+29%	+$905K	﹤0.01%	2686
2025 Q3	$3.08M	Buy	146,407 +27,320	+23%	+$568K	﹤0.01%	2832
2025 Q2	$2.46M	Buy	119,087 +12,568	+12%	+$257K	﹤0.01%	2916
2025 Q1	$2.21M	Buy	106,519 +6,612	+7%	+$138K	﹤0.01%	2914
2024 Q4	$2.09M	Buy	+99,907	New	+$2.11M	﹤0.01%	2938

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

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

Raymond James Financial's BSMV Position: Q2 2026 in Review

Raymond James Financial increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 3.3% in Q2 2026, buying an estimated $134K and bringing the position to 199,030 shares worth $4.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2885.

Raymond James Financial first reported a position in BSMV in Q4 2024 and has held it in 7 quarters since. 87 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

Raymond James Financial held 199,030 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $4.18M as of Q2 2026.
Raymond James Financial bought 6,367 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $134K.
Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2885 holding.
Raymond James Financial first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
87 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.