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 Q2	$1.99M	Buy	94,922 +38,699	+69%	+$812K	﹤0.01%	3611
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 $2.35B AUM 17.18% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo's BSMV Position: Q2 2026 in Review

Wells Fargo increased its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) stake by 69% in Q2 2026, buying an estimated $812K and bringing the position to 94,922 shares worth $1.99M. The position accounts for ﹤0.01% of the portfolio, ranked #3611.

Wells Fargo first reported a position in BSMV in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.35M in Q3 2023. 86 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

Wells Fargo held 94,922 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $1.99M as of Q2 2026.
Wells Fargo bought 38,699 Invesco BulletShares 2031 Municipal Bond ETF shares in Q2 2026, an estimated $812K.
Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #3611 holding.
Wells Fargo first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q3 2022 and has held it in 16 quarters since.
Wells Fargo's Invesco BulletShares 2031 Municipal Bond ETF position peaked at $3.35M in Q3 2023.
86 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.