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Sequoia Financial Advisors’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Sequoia Financial 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 		$608K Hold
28,975
– – ﹤0.01% 1219
2026
Q1 		$605K Sell
28,975
-7,295
-20% -$155K ﹤0.01% 1165
2025
Q4 		$767K Buy
+36,270
New +$766K ﹤0.01% 1032

Other funds holding BSMV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

Sequoia Financial Advisors's BSMV Position: Q2 2026 in Review

Sequoia Financial Advisors held its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) position steady in Q2 2026 at 28,975 shares worth $608K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Sequoia Financial Advisors first reported a position in BSMV in Q4 2025 and has held it in 3 quarters since. The position peaked at $767K in Q4 2025. 20 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

  • Sequoia Financial Advisors held 28,975 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $608K as of Q2 2026.
  • Sequoia Financial Advisors left its Invesco BulletShares 2031 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1219 holding.
  • Sequoia Financial Advisors first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Sequoia Financial Advisors's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $767K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.