World Investment Advisors
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World Investment Advisors’s Invesco BulletShares 2031 Municipal Bond ETF BSMV Stock Holding History

World Investment Advisors’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 		$238K Hold
11,390
– – ﹤0.01% 1376
2026
Q1 		$238K Buy
+11,390
New +$242K ﹤0.01% 1397

Other funds holding BSMV

Hills Bank & Trust
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
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 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
Atlantic Union Bankshares
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

World Investment Advisors's BSMV Position: Q2 2026 in Review

World Investment Advisors held its Invesco BulletShares 2031 Municipal Bond ETF (BSMV) position steady in Q2 2026 at 11,390 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

World Investment Advisors first reported a position in BSMV in Q1 2026 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold BSMV as of Q2 2026.

  • World Investment Advisors held 11,390 shares of Invesco BulletShares 2031 Municipal Bond ETF worth $238K as of Q2 2026.
  • World Investment Advisors left its Invesco BulletShares 2031 Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2031 Municipal Bond ETF made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1376 holding.
  • World Investment Advisors first reported a position in Invesco BulletShares 2031 Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Municipal Bond ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.