KWIAL
BSMV icon

Kinetic Wealth Investment Advisors LLC’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Kinetic Wealth Investment Advisors LLC’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 		$379K Buy
+18,084
New +$380K 0.18% 44

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

Kinetic Wealth Investment Advisors LLC's BSMV Position: Q2 2026 in Review

Kinetic Wealth Investment Advisors LLC opened a new position in Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q2 2026: 18,084 shares worth $379K. The stake represents 0.18% of the portfolio and ranks #44 among its holdings.

86 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

  • Kinetic Wealth Investment Advisors LLC held 18,084 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $379K as of Q2 2026.
  • Invesco BulletShares 2031 Municipal Bond ETF was a new Kinetic Wealth Investment Advisors LLC position in Q2 2026.
  • Invesco BulletShares 2031 Municipal Bond ETF made up 0.18% of Kinetic Wealth Investment Advisors LLC's portfolio in Q2 2026, its #44 holding.
  • 86 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Kinetic Wealth Investment Advisors LLC's 13F filing for Q2 2026, filed 2 Sep 2026.