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Disclosery

BSMV INVESCO EXCH TRD SLF IDX FD

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BULLETSHS 31 MUN (fund)

70 managers (70 13F filers) reported a position in BSMV shares at 2025-09-30, 4,000,373 shares in all. 13 filers opened a position and 2 filers sold out during the quarter.

Managers
70
13F filers
70
New
13
Added
35
Reduced
12
Sold out
2
Shares held by filers
4,000,373

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
LPL Financial LLC381,042$8.01M<0.01%+50,46613F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC188,060$3.95M1.22%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/180,310$3.79M<0.01%-5,05913F-HR/ATimelineGroup
PRECEDENT WEALTH PARTNERS, LLC178,091$3.74M0.82%+21,12213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp177,780$3.74M0.07%+17,01113F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC176,900$3.72M0.02%+90,40013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.174,296$3.66M<0.01%-2,86913F-HRTimelineGroup
Avior Wealth Management, LLC147,354$3.1M0.1%+29,71013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC146,407$3.08M<0.01%+27,32013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY143,272$3.01M<0.01%+37,65913F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG143,222$3.01M<0.01%+10,98713F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC133,904$2.81M0.04%-6,03613F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co128,922$2.71M0.16%+78,41113F-HRTimelineGroup
Key Financial Inc121,289$2.55M0.47%013F-HRTimeline
MONECO ADVISORS, LLC108,991$2.29M0.19%+7,44413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC105,836$2.22M<0.01%+9,28513F-HRTimelineGroup
Envision Financial Planning, LLC104,308$2.19M0.93%+53,56513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC89,999$1.89M0.01%+8,88113F-HRTimelineGroup
HighTower Advisors, LLC69,853$1.47M<0.01%+7,21713F-HRTimeline
Clark Asset Management, LLC66,481$1.4M0.16%+18,04713F-HRTimeline
Integrated Wealth Concepts LLC59,146$1.24M0.01%+20,59813F-HRTimeline
Farmers National Bank53,461$1.12M0.27%+1,32313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…50,658$1.06M<0.01%+9,16013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC50,605$1.06M<0.01%+1,88013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.47,740$991K<0.01%+39613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.46,505$977K0.01%+2,16913F-HRTimelineGroup
Asset Dedication, LLC46,179$970K0.07%+4,89013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN45,801$962K<0.01%+18,70713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP44,636$938K<0.01%+7,06413F-HRTimelineGroup
VestGen Advisors, LLC38,687$813K0.03%-2,31713F-HRTimeline
Sterling Financial Group, Inc.36,270$762K0.24%-17,02013F-HRTimeline
Marietta Wealth Management, LLC34,012$715K0.09%+9,66113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC32,102$674K<0.01%-1,23713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…31,345$659K<0.01%+14,01113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS29,301$616K<0.01%+10,57513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC26,652$560K<0.01%new13F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…26,005$546K0.01%new13F-HRTimelineGroup
Koss-Olinger Consulting, LLC26,048$537K0.04%013F-HRTimeline
Venture Visionary Partners LLC24,442$514K0.02%-3,57813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.22,693$477K0.02%-1,85113F-HRTimelineGroup
Addison Advisors LLC22,290$468K0.11%-1,15513F-HRTimeline
Beacon Pointe Advisors, LLC21,437$450K<0.01%+6,79313F-HRTimeline
Gradient Capital Advisors, LLC19,704$414K0.11%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,029$379K<0.01%-74,78913F-HRTimelineGroup
Jacobi Capital Management LLC16,505$347K0.02%+2,70013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,850$333K<0.01%+55113F-HRTimelineGroup
Cambridge Financial Group, LLC15,398$324K0.1%new13F-HRTimeline
IFG Advisory, LLC12,760$268K0.01%new13F-HRTimeline
Elequin Capital, LP12,752$268K0.02%new13F-HRTimeline
CGN Advisors LLC11,602$244K0.02%-16,59513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,120$233K<0.01%+4,88313F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth9,994$210K<0.01%new13F-HRTimelineGroup
Crews Bank & Trust9,460$199K0.03%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB9,378$197K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.9,045$190K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.6,711$141K<0.01%+93613F-HRTimeline
ORG Partners LLC6,700$141K0.03%new13F-HRTimeline
Farther Finance Advisors, LLC6,429$135K<0.01%new13F-HRTimeline
Larson Financial Group LLC6,055$127K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC5,925$124K<0.01%+4413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,209$67.4K<0.01%-17613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,688$56.5K<0.01%new13F-HR/ATimelineGroup
NewEdge Advisors, LLC2,600$54.6K<0.01%013F-HRTimeline
Horizons Wealth Management1,454$30.5K0.02%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,441$30K<0.01%+413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…944$19.8K<0.01%+613F-HRTimelineGroup
YANKCOM Partnership929$19.5K0.01%013F-HRTimeline
Collier Financial869$18.3K0.01%13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…278$5.84K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC212$4.45K<0.01%013F-HRTimelineGroup