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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$357K Buy
17,334
+7,666
+79% +$158K ﹤0.01% 866
2025
Q1 		$200K Buy
+9,668
New +$200K ﹤0.01% 1010