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Trust Company’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Trust Company’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 		$6.67K Sell
318
-125
-28% -$2.62K ﹤0.01% 468
2026
Q1 		$9.25K Buy
443
+1
+0.2% +$21 ﹤0.01% 442
2025
Q4 		$9.34K Buy
+442
New +$9.34K ﹤0.01% 438

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

Trust Company's BSMV Position: Q2 2026 in Review

Trust Company reduced its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 28% in Q2 2026, selling an estimated $2.62K and leaving 318 shares worth $6.67K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Trust Company first reported a position in BSMV in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.34K in Q4 2025. 85 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

  • Trust Company held 318 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $6.67K as of Q2 2026.
  • Trust Company sold 125 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $2.62K.
  • Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Trust Company's portfolio in Q2 2026, its #468 holding.
  • Trust Company first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Trust Company's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $9.34K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.