Raymond James Financial
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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
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 $2.07B AUM 13.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Raymond James Financial's BSMV Position: Q1 2026 in Review

Raymond James Financial increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 1.8% in Q1 2026, buying an estimated $72.6K and bringing the position to 192,663 shares worth $4.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2767.

Raymond James Financial first reported a position in BSMV in Q4 2024 and has held it in 6 quarters since. 78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

  • Raymond James Financial held 192,663 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $4.02M as of Q1 2026.
  • Raymond James Financial bought 3,422 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2026, an estimated $72.6K.
  • Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2767 holding.
  • Raymond James Financial first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.