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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
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 $2.07B 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 $601M AUM 23.36% 1-Year Est. Return

Summit Trail Advisors's BSMV Position: Q1 2026 in Review

Summit Trail Advisors reduced its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 42% in Q1 2026, selling an estimated $205K and leaving 13,479 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Summit Trail Advisors first reported a position in BSMV in Q4 2025 and has held it in 2 quarters since. The position peaked at $489K in Q4 2025. 78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

  • Summit Trail Advisors held 13,479 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $281K as of Q1 2026.
  • Summit Trail Advisors sold 9,662 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2026, an estimated $205K.
  • Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1314 holding.
  • Summit Trail Advisors first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Summit Trail Advisors's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $489K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.