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

StoneX 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
2026 Q1	–	Sell	-17,963	Closed	-$380K	–	953
2025 Q4	$380K	Sell	17,963 -4,730	-21%	-$99.9K	0.02%	615
2025 Q3	$477K	Sell	22,693 -1,851	-8%	-$38.5K	0.02%	559
2025 Q2	$506K	Sell	24,544 -6,308	-20%	-$129K	0.02%	503
2025 Q1	$640K	Buy	30,852 +1,180	+4%	+$24.7K	0.04%	407
2024 Q4	$621K	Buy	+29,672	New	+$626K	0.03%	412

Other funds holding BSMV

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PWP

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

StoneX Group's BSMV Position: Q1 2026 in Review

StoneX Group sold out of Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q1 2026, closing a stake of 17,963 shares — an estimated $380K sold.

StoneX Group first reported a position in BSMV in Q4 2024 and held it in 5 quarters. The position peaked at $640K in Q1 2025. 78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

StoneX Group reported no remaining Invesco BulletShares 2031 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
StoneX Group sold 17,963 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2026, an estimated $380K.
StoneX Group first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2024 and held it in 5 quarters.
StoneX Group's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $640K in Q1 2025.
78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.