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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
Q2 		– Sell
-159
Closed -$3.32K – 809
2026
Q1 		$3.32K Buy
+159
New +$3.38K ﹤0.01% 2114

Other funds holding BSMV

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
HighTower Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Root Financial Partners's BSMV Position: Q2 2026 in Review

Root Financial Partners sold out of Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q2 2026, closing a stake of 159 shares — an estimated $3.32K sold.

Root Financial Partners first reported a position in BSMV in Q1 2026 and held it in 1 quarter. The position peaked at $3.32K in Q1 2026. 86 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

  • Root Financial Partners reported no remaining Invesco BulletShares 2031 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 159 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $3.32K.
  • Root Financial Partners first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $3.32K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.