Root Financial Partners
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Root Financial Partners’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Root Financial Partners’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
Q3 		$3.16K Buy
+159
New +$3.28K ﹤0.01% 2416
2026
Q2 		– Sell
-159
Closed -$3.32K – 809
2026
Q1 		$3.32K Buy
+159
New +$3.38K ﹤0.01% 2114

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Precedent Wealth Partners
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Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Root Financial Partners's BSMV Position: Q3 2026 in Review

Root Financial Partners opened a new position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q3 2026: 159 shares worth $3.16K. The stake represents ﹤0.01% of the portfolio and ranks #2416 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BSMV as recently as Q1 2026.

Root Financial Partners first reported a position in BSMV in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.32K in Q1 2026. 41 funds tracked by Wall St. Rank hold BSMV as of Q3 2026.

  • Root Financial Partners held 159 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $3.16K as of Q3 2026.
  • Invesco BulletShares 2031 Municipal Bond ETF was a new Root Financial Partners position in Q3 2026.
  • Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2416 holding.
  • Root Financial Partners first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $3.32K in Q1 2026.
  • 41 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.