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Summit Trail Advisors’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Summit Trail Advisors’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 		– Sell
-13,479
Closed -$281K – 1479
2026
Q1 		$281K Sell
13,479
-9,662
-42% -$205K ﹤0.01% 1314
2025
Q4 		$489K Buy
+23,141
New +$489K 0.01% 1080

Other funds holding BSMV

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
HighTower Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Summit Trail Advisors's BSMV Position: Q2 2026 in Review

Summit Trail Advisors sold out of Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q2 2026, closing a stake of 13,479 shares — an estimated $281K sold.

Summit Trail Advisors first reported a position in BSMV in Q4 2025 and held it in 2 quarters. The position peaked at $489K in Q4 2025. 86 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

  • Summit Trail Advisors reported no remaining Invesco BulletShares 2031 Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Summit Trail Advisors sold 13,479 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $281K.
  • Summit Trail Advisors first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2025 and held it in 2 quarters.
  • Summit Trail Advisors's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $489K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.