Venture Visionary Partners’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Venture Visionary Partners’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 Q3	–	Sell	-18,207	Closed	-$382K	–	750
2026 Q2	$382K	Buy	18,207 +23	+0.1%	+$483	0.01%	517
2026 Q1	$380K	Sell	18,184 -4,579	-20%	-$97.2K	0.01%	470
2025 Q4	$481K	Sell	22,763 -1,679	-7%	-$35.5K	0.02%	439
2025 Q3	$514K	Sell	24,442 -3,578	-13%	-$74.4K	0.02%	416
2025 Q2	$578K	Buy	28,020 +1,483	+6%	+$30.4K	0.02%	374
2025 Q1	$550K	Sell	26,537 -503	-2%	-$10.5K	0.02%	365
2024 Q4	$566K	Sell	27,040 -1,779	-6%	-$37.6K	0.02%	349
2024 Q3	$614K	Sell	28,819 -11,410	-28%	-$242K	0.03%	339
2024 Q2	$843K	Sell	40,229 -1,874	-4%	-$39.4K	0.04%	296
2024 Q1	$897K	Sell	42,103 -12,954	-24%	-$278K	0.04%	286
2023 Q4	$1.19M	Sell	55,057 -3,040	-5%	-$62.6K	0.06%	234
2023 Q3	$1.16M	Sell	58,097 -232	-0.4%	-$4.83K	0.07%	227
2023 Q2	$1.23M	Sell	58,329 -1,648	-3%	-$35K	0.07%	215
2023 Q1	$1.28M	Buy	59,977 +18,634	+45%	+$396K	0.08%	202
2022 Q4	$859K	Sell	41,343 -1,927	-4%	-$39.2K	0.06%	240
2022 Q3	$853K	Buy	+43,270	New	+$902K	0.07%	226

Other funds holding BSMV

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

GFPC

Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Venture Visionary Partners's BSMV Position: Q3 2026 in Review

Venture Visionary Partners sold out of Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q3 2026, closing a stake of 18,207 shares — an estimated $382K sold.

Venture Visionary Partners first reported a position in BSMV in Q3 2022 and held it in 16 quarters. The position peaked at $1.28M in Q1 2023. 11 funds tracked by Wall St. Rank hold BSMV as of Q3 2026.

Venture Visionary Partners reported no remaining Invesco BulletShares 2031 Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
Venture Visionary Partners sold 18,207 Invesco BulletShares 2031 Municipal Bond ETF shares in Q3 2026, an estimated $382K.
Venture Visionary Partners first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2022 and held it in 16 quarters.
Venture Visionary Partners's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $1.28M in Q1 2023.
11 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.