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VestGen Advisors’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

VestGen 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 		$1.06M Buy
50,598
+9,696
+24% +$204K 0.03% 444
2026
Q1 		$859K Buy
40,902
+1,320
+3% +$28K 0.02% 502
2025
Q4 		$837K Buy
39,582
+895
+2% +$18.9K 0.04% 385
2025
Q3 		$813K Sell
38,687
-2,317
-6% -$48.2K 0.03% 398
2025
Q2 		$848K Buy
41,004
+2,442
+6% +$50K 0.03% 351
2025
Q1 		$799K Buy
+38,562
New +$807K 0.04% 329

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

VestGen Advisors's BSMV Position: Q2 2026 in Review

VestGen Advisors increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 24% in Q2 2026, buying an estimated $204K and bringing the position to 50,598 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #444.

VestGen 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.

  • VestGen Advisors held 50,598 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $1.06M as of Q2 2026.
  • VestGen Advisors bought 9,696 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $204K.
  • Invesco BulletShares 2031 Municipal Bond ETF made up 0.03% of VestGen Advisors's portfolio in Q2 2026, its #444 holding.
  • VestGen 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 VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.