Wedmont Private Capital’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Wedmont Private Capital’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	-33,770	Closed	-$707K	–	1027
2026 Q2	$707K	Buy	+33,770	New	+$709K	0.02%	448

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

Wedmont Private Capital's BSMV Position: Q3 2026 in Review

Wedmont Private Capital sold out of Invesco BulletShares 2031 Municipal Bond ETF (BSMV) in Q3 2026, closing a stake of 33,770 shares — an estimated $707K sold.

Wedmont Private Capital first reported a position in BSMV in Q2 2026 and held it in 1 quarter. The position peaked at $707K in Q2 2026. 11 funds tracked by Wall St. Rank hold BSMV as of Q3 2026.

Wedmont Private Capital reported no remaining Invesco BulletShares 2031 Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
Wedmont Private Capital sold 33,770 Invesco BulletShares 2031 Municipal Bond ETF shares in Q3 2026, an estimated $707K.
Wedmont Private Capital first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q2 2026 and held it in 1 quarter.
Wedmont Private Capital's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $707K in Q2 2026.
11 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.