Skip to content
Disclosery

BSMV INVESCO EXCH TRD SLF IDX FD

Follow

BULLETSHS 31 MUN (fund)

84 managers (85 13F filers) reported a position in BSMV shares at 2026-06-30, 6,001,576 shares in all. 16 filers opened a position and 7 filers sold out during the quarter.

Managers
84
13F filers
85
New
16
Added
39
Reduced
18
Sold out
7
Shares held by filers
6,001,576

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Hills Bank & Trust Coin group Hills Bank & Trust Co360,323$7.56M0.32%-119,32013F-HRTimelineGroup
HighTower Advisors, LLC334,767$7.03M0.01%+32,07813F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC290,826$6.1M0.1%-20,54813F-HRTimeline
LPL Financial LLC288,458$6.05M<0.01%+33,05513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY276,929$5.81M<0.01%+19,81313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/252,121$5.29M<0.01%+18,68713F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp240,138$5.04M0.08%+51,74113F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC216,030$4.53M0.75%+14,03913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.204,866$4.3M<0.01%+9213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC199,030$4.18M<0.01%+6,36713F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC195,700$4.11M0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG192,892$4.05M<0.01%-41,17913F-HRTimelineGroup
CENTRAL VALLEY ADVISORS, LLC181,265$3.8M0.98%-7,31113F-HRTimeline
Avior Wealth Management, LLC152,733$3.21M0.08%-70,40113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC147,684$3.1M<0.01%+6,04813F-HRTimelineGroup
MONECO ADVISORS, LLC139,362$2.92M0.18%+4,73213F-HRTimeline
Legacy Private Trust Co.121,639$2.55M0.14%+61,17613F-HRTimeline
Envision Financial Planning, LLC117,801$2.47M0.8%+7,54313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding111,335$2.34M+20,095Timeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…109,755$2.3M0.05%+34,64013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…108,383$2.27M<0.01%-13213F-HRTimelineGroup
Clark Asset Management, LLC106,337$2.23M0.18%+13,24813F-HRTimeline
Parkway Wealth Management Group, LLC105,220$2.21M0.25%+3,23413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN94,922$1.99M<0.01%+38,69913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.93,904$1.97M<0.01%+12,36013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP72,758$1.53M<0.01%-12,35013F-HRTimelineGroup
Key Financial Inc71,944$1.51M0.25%-33,77013F-HRTimeline
Integrated Wealth Concepts LLC71,542$1.5M0.01%+27,39613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC65,649$1.38M<0.01%-39113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…60,488$1.27M0.01%+4,40513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC57,332$1.2M<0.01%+7,39213F-HRTimeline
Farmers National Bank57,080$1.2M0.25%+69013F-HRTimeline
VestGen Advisors, LLC50,598$1.06M0.03%+9,69613F-HRTimeline
Jacobi Capital Management LLC46,830$983K0.05%+26,60013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.46,617$978K0.01%-2,42813F-HRTimelineGroup
Elequin Capital, LP45,191$948K0.03%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC43,500$913K<0.01%+1,68913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP36,616$768K0.01%new13F-HRTimeline
Marietta Wealth Management, LLC34,012$714K0.07%013F-HRTimeline
Wedmont Private Capital33,770$707K0.02%new13F-HRTimeline
IFG Advisory, LLC33,004$693K0.02%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC31,968$668K0.03%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS31,559$662K<0.01%-19113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP30,336$636K<0.01%+5,42313F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC29,282$614K0.09%new13F-HRTimeline
Sequoia Financial Advisors, LLC28,975$608K<0.01%013F-HRTimeline
Asset Dedication, LLC28,868$606K0.04%+1,08513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC27,781$583K0.01%+94113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,431$471K<0.01%+1,64613F-HRTimelineGroup
Cetera Investment Advisers20,498$430K<0.01%new13F-HRTimeline
Gradient Capital Advisors, LLC19,704$413K0.1%013F-HRTimeline
Venture Visionary Partners LLC18,207$382K0.01%+2313F-HRTimeline
Cambridge Investment Research Advisors,…17,474$367K<0.01%+3,12913F-HR/ATimeline
HUB Investment Partners, LLC16,366$343K0.01%new13F-HRTimeline
Heritage Trust Co13,953$293K0.03%+1,93413F-HRTimeline
Crews Bank & Trust13,265$278K0.04%+3,80513F-HRTimeline
NewEdge Advisors, LLC12,850$270K<0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC12,256$257K<0.01%013F-HRTimeline
Global Financial Private Client, LLC12,208$256K0.07%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC11,961$251K0.02%new13F-HRTimeline
Intentional Wealth Strategies, LLC11,809$248K0.23%-82613F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …11,608$244K0.01%-4213F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.11,390$239K<0.01%013F-HRTimeline
World Investment Advisors11,390$238K<0.01%013F-HRTimeline
COOKSON PEIRCE & CO INC10,353$217K0.01%+74113F-HRTimeline
CGN Advisors LLC9,572$201K0.01%-47813F-HRTimeline
HARBOUR INVESTMENTS, INC.9,517$200K<0.01%013F-HRTimeline
Addison Advisors LLC9,064$190K0.09%-14,64013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,892$187K<0.01%+413F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.7,000$147K0.02%new13F-HR/ATimeline
Larson Financial Group LLC6,055$127K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC5,383$113K<0.01%-62613F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors4,000$83.9K0.01%new13F-HRTimelineGroup
NorthAvenue LLC3,399$71.3K0.05%+94713F-HRTimeline
Plante Moran Financial Advisors, LLC2,406$50.5K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC2,238$47K<0.01%+1,33713F-HRTimeline
First Command Advisory Services, Inc.2,031$42.6K<0.01%-4,70413F-HRTimeline
PRIVATE TRUST CO NA1,730$36.3K<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.1,500$31.5K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,370$28.8K<0.01%+41213F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC570$12K<0.01%new13F-HRTimeline
IFP Advisors, Inc476$9.99K<0.01%+20413F-HRTimeline
Trust Co318$6.67K<0.01%-12513F-HRTimeline
FMR LLCin group FMR LLC212$4.45K<0.01%013F-HRTimelineGroup