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

Stifel Financial’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	$1.53M	Sell	72,758 -12,350	-15%	-$259K	﹤0.01%	2280
2026 Q1	$1.78M	Buy	85,108 +17,238	+25%	+$366K	﹤0.01%	2052
2025 Q4	$1.43M	Buy	67,870 +23,234	+52%	+$491K	﹤0.01%	2189
2025 Q3	$938K	Buy	44,636 +7,064	+19%	+$147K	﹤0.01%	2429
2025 Q2	$775K	Buy	37,572 +17,921	+91%	+$367K	﹤0.01%	2505
2025 Q1	$407K	Buy	19,651 +6,507	+50%	+$136K	﹤0.01%	2821
2024 Q4	$275K	Sell	13,144 -3,603	-22%	-$76.1K	﹤0.01%	2998
2024 Q3	$357K	Buy	16,747 +6,049	+57%	+$128K	﹤0.01%	2870
2024 Q2	$224K	Sell	10,698 -3,150	-23%	-$66.3K	﹤0.01%	3054
2024 Q1	$295K	Buy	13,848 +111	+0.8%	+$2.38K	﹤0.01%	2924
2023 Q4	$297K	Buy	+13,737	New	+$283K	﹤0.01%	2854
2022 Q4	–	Sell	-13,349	Closed	-$263K	–	3295
2022 Q3	$263K	Buy	13,349 +807	+6%	+$16.8K	﹤0.01%	2805
2022 Q2	$260K	Sell	12,542 -1,333	-10%	-$28.1K	﹤0.01%	2824
2022 Q1	$311K	Buy	+13,875	New	+$327K	﹤0.01%	2861

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

Stifel Financial's BSMV Position: Q2 2026 in Review

Stifel Financial reduced its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 15% in Q2 2026, selling an estimated $259K and leaving 72,758 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #2280.

Stifel Financial first reported a position in BSMV in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.78M in Q1 2026. 86 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

Stifel Financial held 72,758 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $1.53M as of Q2 2026.
Stifel Financial sold 12,350 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $259K.
Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2280 holding.
Stifel Financial first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q1 2022 and has held it in 14 quarters since.
Stifel Financial's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $1.78M in Q1 2026.
86 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.