Sterling Financial Group’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Sterling Financial Group’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
2025 Q3	$762K	Sell	36,270 -17,020	-32%	-$354K	0.24%	37
2025 Q2	$1.1M	Sell	53,290 -500	-0.9%	-$10.2K	0.37%	33
2025 Q1	$1.12M	Buy	53,790 +5,850	+12%	+$122K	0.4%	31
2024 Q4	$1M	Buy	47,940 +500	+1%	+$10.6K	0.37%	34
2024 Q3	$1.01M	Hold	47,440	–	–	0.43%	27
2024 Q2	$994K	Sell	47,440 -350	-0.7%	-$7.36K	0.45%	27
2024 Q1	$1.02M	Buy	47,790 +17,118	+56%	+$367K	0.48%	26
2023 Q4	$664K	Hold	30,672	–	–	0.39%	29
2023 Q3	$614K	Buy	30,672 +4,880	+19%	+$102K	0.39%	32
2023 Q2	$545K	Buy	25,792 +11,612	+82%	+$246K	0.36%	31
2023 Q1	$295K	Hold	14,180	–	–	0.23%	41
2022 Q4	$295K	Buy	+14,180	New	+$289K	0.23%	41

Other funds holding BSMV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sterling Financial Group's BSMV Position: Q3 2025 in Review

Sterling Financial Group reduced its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 32% in Q3 2025, selling an estimated $354K and leaving 36,270 shares worth $762K. The position accounts for 0.24% of the portfolio, ranked #37.

Sterling Financial Group first reported a position in BSMV in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.12M in Q1 2025. 70 funds tracked by Wall St. Rank hold BSMV as of Q3 2025.

Sterling Financial Group held 36,270 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $762K as of Q3 2025.
Sterling Financial Group sold 17,020 Invesco BulletShares 2031 Municipal Bond ETF shares in Q3 2025, an estimated $354K.
Invesco BulletShares 2031 Municipal Bond ETF made up 0.24% of Sterling Financial Group's portfolio in Q3 2025, its #37 holding.
Sterling Financial Group first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2022 and has held it in 12 quarters since.
Sterling Financial Group's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $1.12M in Q1 2025.
70 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.