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 Q2	$1.27M	Buy	60,488 +4,405	+8%	+$92.5K	0.01%	724
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 $2.35B AUM 17.18% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

United Capital Financial Advisors's BSMV Position: Q2 2026 in Review

United Capital Financial Advisors increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 7.9% in Q2 2026, buying an estimated $92.5K and bringing the position to 60,488 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #724.

United Capital Financial Advisors first reported a position in BSMV in Q1 2025 and has held it in 6 quarters since. 85 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

United Capital Financial Advisors held 60,488 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $1.27M as of Q2 2026.
United Capital Financial Advisors bought 4,405 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $92.5K.
Invesco BulletShares 2031 Municipal Bond ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #724 holding.
United Capital Financial Advisors first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
85 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.