Vestmark Advisory Solutions’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Vestmark Advisory Solutions’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	$238K	Buy	+11,390	New	+$242K	﹤0.01%	1239

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Vestmark Advisory Solutions's BSMV Position: Q1 2026 in Review

Vestmark Advisory Solutions opened a new position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q1 2026: 11,390 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #1239 among its holdings.

78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

Vestmark Advisory Solutions held 11,390 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $238K as of Q1 2026.
Invesco BulletShares 2031 Municipal Bond ETF was a new Vestmark Advisory Solutions position in Q1 2026.
Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #1239 holding.
78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.