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

UBS 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
Q2 		$4.05M Sell
192,892
-41,179
-18% -$864K ﹤0.01% 4391
2026
Q1 		$4.89M Buy
234,071
+49,730
+27% +$1.06M ﹤0.01% 4099
2025
Q4 		$3.9M Buy
184,341
+41,119
+29% +$869K ﹤0.01% 4278
2025
Q3 		$3.01M Buy
143,222
+10,987
+8% +$228K ﹤0.01% 4559
2025
Q2 		$2.73M Buy
132,235
+17,587
+15% +$360K ﹤0.01% 4495
2025
Q1 		$2.38M Buy
114,648
+83,691
+270% +$1.75M ﹤0.01% 4563
2024
Q4 		$648K Buy
30,957
+14,817
+92% +$313K ﹤0.01% 5658
2024
Q3 		$344K Buy
16,140
+3,651
+29% +$77.4K ﹤0.01% 5487
2024
Q2 		$262K Buy
12,489
+3,407
+38% +$71.7K ﹤0.01% 5479
2024
Q1 		$194K Sell
9,082
-1,881
-17% -$40.4K ﹤0.01% 5879
2023
Q4 		$237K Buy
10,963
+5,353
+95% +$110K ﹤0.01% 5668
2023
Q3 		$112K Buy
5,610
+159
+3% +$3.31K ﹤0.01% 5759
2023
Q2 		$115K Buy
5,451
+2,095
+62% +$44.5K ﹤0.01% 5887
2023
Q1 		$71.9K Sell
3,356
-987
-23% -$21K ﹤0.01% 6167
2022
Q4 		$90.2K Buy
4,343
+1,538
+55% +$31.3K ﹤0.01% 6202
2022
Q3 		$55K Buy
2,805
+2,590
+1,205% +$54K ﹤0.01% 6254
2022
Q2 		$4K Sell
215
-45
-17% -$950 ﹤0.01% 9043
2022
Q1 		$6K Buy
+260
New +$6.13K ﹤0.01% 8954

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

UBS Group's BSMV Position: Q2 2026 in Review

UBS Group reduced its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 18% in Q2 2026, selling an estimated $864K and leaving 192,892 shares worth $4.05M. The position accounts for ﹤0.01% of the portfolio, ranked #4391.

UBS Group first reported a position in BSMV in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.89M in Q1 2026. 86 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

  • UBS Group held 192,892 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $4.05M as of Q2 2026.
  • UBS Group sold 41,179 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $864K.
  • Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4391 holding.
  • UBS Group first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • UBS Group's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $4.89M in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.