Sax Wealth Advisors
BSMV icon

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
Q3 		$636K Hold
31,968
– – 0.02% 381
2026
Q2 		$668K Buy
+31,968
New +$671K 0.03% 282

Other funds holding BSMV

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
GFPC
Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Sax Wealth Advisors's BSMV Position: Q3 2026 in Review

Sax Wealth Advisors held its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) position steady in Q3 2026 at 31,968 shares worth $636K. The position accounts for 0.02% of the portfolio, ranked #381.

Sax Wealth Advisors first reported a position in BSMV in Q2 2026 and has held it in 2 quarters since. The position peaked at $668K in Q2 2026. 11 funds tracked by Wall St. Rank hold BSMV as of Q3 2026.

  • Sax Wealth Advisors held 31,968 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $636K as of Q3 2026.
  • Sax Wealth Advisors left its Invesco BulletShares 2031 Municipal Bond ETF share count unchanged in Q3 2026.
  • Invesco BulletShares 2031 Municipal Bond ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q3 2026, its #381 holding.
  • Sax Wealth Advisors first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Sax Wealth Advisors's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $668K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.