Wells Fargo’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

Wells Fargo’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	$1.17M	Buy	56,223 +8,404	+18%	+$178K	﹤0.01%	3645
2025 Q4	$1.01M	Buy	47,819 +2,018	+4%	+$42.6K	﹤0.01%	3962
2025 Q3	$962K	Buy	45,801 +18,707	+69%	+$389K	﹤0.01%	3848
2025 Q2	$559K	Sell	27,094 -25,230	-48%	-$516K	﹤0.01%	4063
2025 Q1	$1.08M	Sell	52,324 -9,650	-16%	-$202K	﹤0.01%	3601
2024 Q4	$1.3M	Hold	61,974	–	–	﹤0.01%	3521
2024 Q3	$1.32M	Sell	61,974 -466	-0.7%	-$9.88K	﹤0.01%	3360
2024 Q2	$1.31M	Sell	62,440 -8,989	-13%	-$189K	﹤0.01%	3303
2024 Q1	$1.52M	Sell	71,429 -13,455	-16%	-$289K	﹤0.01%	3180
2023 Q4	$1.84M	Sell	84,884 -82,517	-49%	-$1.7M	﹤0.01%	2977
2023 Q3	$3.35M	Buy	167,401 +70,461	+73%	+$1.47M	﹤0.01%	2403
2023 Q2	$2.05M	Buy	96,940 +76,006	+363%	+$1.61M	﹤0.01%	2894
2023 Q1	$448K	Buy	20,934 +6,315	+43%	+$134K	﹤0.01%	3923
2022 Q4	$304K	Buy	14,619 +14,000	+2,262%	+$285K	﹤0.01%	3940
2022 Q3	$12K	Buy	+619	New	+$12.9K	﹤0.01%	5604

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

Wells Fargo's BSMV Position: Q1 2026 in Review

Wells Fargo increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 18% in Q1 2026, buying an estimated $178K and bringing the position to 56,223 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #3645.

Wells Fargo first reported a position in BSMV in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.35M in Q3 2023. 78 funds tracked by Wall St. Rank hold BSMV as of Q1 2026.

Wells Fargo held 56,223 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $1.17M as of Q1 2026.
Wells Fargo bought 8,404 Invesco BulletShares 2031 Municipal Bond ETF shares in Q1 2026, an estimated $178K.
Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #3645 holding.
Wells Fargo first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2022 and has held it in 15 quarters since.
Wells Fargo's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $3.35M in Q3 2023.
78 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.