UCFA
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United Capital Financial Advisors’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

United Capital Financial 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 		$1.17M Buy
56,083
+16,083
+40% +$341K 0.01% 700
2025
Q4 		$845K Buy
40,000
+8,655
+28% +$183K 0.01% 795
2025
Q3 		$659K Buy
31,345
+14,011
+81% +$291K ﹤0.01% 779
2025
Q2 		$357K Buy
17,334
+7,666
+79% +$157K ﹤0.01% 875
2025
Q1 		$200K Buy
+9,668
New +$202K ﹤0.01% 1019

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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $653B AUM 32.41% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return