Tower Research Capital (TRC)’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Tower Research Capital (TRC)’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 Q1	–	Sell	-21	Closed	-$440	–	5232
2024 Q4	$440	Sell	21 -66	-76%	-$1.39K	﹤0.01%	5270
2024 Q3	$1.85K	Buy	+87	New	+$1.84K	﹤0.01%	5092
2024 Q2	–	Sell	-101	Closed	-$2.15K	–	5702
2024 Q1	$2.15K	Hold	101	–	–	﹤0.01%	5105
2023 Q4	$2.19K	Buy	+101	New	+$2.08K	﹤0.01%	5258

Other funds holding BSMV

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

EFP

Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

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

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

AWM

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

CIM

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

PWP

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

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

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

Tower Research Capital (TRC)'s BSMV Position: Q1 2025 in Review

Tower Research Capital (TRC) sold out of Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q1 2025, closing a stake of 21 shares — an estimated $440 sold.

Tower Research Capital (TRC) first reported a position in BSMV in Q4 2023 and held it in 4 quarters. The position peaked at $2.19K in Q4 2023. 59 funds tracked by Wall St. Rank hold BSMV as of Q1 2025.

Tower Research Capital (TRC) reported no remaining Invesco BulletShares 2031 Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Tower Research Capital (TRC) sold 21 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2025, an estimated $440.
Tower Research Capital (TRC) first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2023 and held it in 4 quarters.
Tower Research Capital (TRC)'s Invesco BulletShares 2031 Municipal Bond ETF position peaked at $2.19K in Q4 2023.
59 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2025.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2025, filed 15 May 2025.