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
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 $2.07B AUM 13.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return

Stifel Financial's BSMV Position: Q1 2026 in Review

Stifel Financial increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 25% in Q1 2026, buying an estimated $366K and bringing the position to 85,108 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #2052.

Stifel Financial first reported a position in BSMV in Q1 2022 and has held it in 13 quarters since. 78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

  • Stifel Financial held 85,108 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $1.78M as of Q1 2026.
  • Stifel Financial bought 17,238 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2026, an estimated $366K.
  • Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2052 holding.
  • Stifel Financial first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q1 2022 and has held it in 13 quarters since.
  • 78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.