Stifel Financial
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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
2025
Q2 		$775K Buy
2025
Q1 		$407K Buy
2024
Q4 		$275K Sell
2024
Q3 		$357K Buy
2024
Q2 		$224K Sell
2024
Q1 		$295K Buy
2023
Q4 		$297K Buy
2022
Q4 		– Sell
2022
Q3 		$263K Buy
2022
Q2 		$260K Sell
2022
Q1 		$311K Buy