Sax Wealth Advisors’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Sax Wealth 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
2026 Q2	$668K	Buy	+31,968	New	+$671K	0.03%	282

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sax Wealth Advisors's BSMV Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q2 2026: 31,968 shares worth $668K. The stake represents 0.03% of the portfolio and ranks #282 among its holdings.

85 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

Sax Wealth Advisors held 31,968 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $668K as of Q2 2026.
Invesco BulletShares 2031 Municipal Bond ETF was a new Sax Wealth Advisors position in Q2 2026.
Invesco BulletShares 2031 Municipal Bond ETF made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #282 holding.
85 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.