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Disclosery

BSMV INVESCO EXCH TRD SLF IDX FD

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BULLETSHS 31 MUN (fund)

76 managers (76 13F filers) reported a position in BSMV shares at 2025-12-31, 5,288,502 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
76
13F filers
76
New
8
Added
44
Reduced
10
Sold out
4
Shares held by filers
5,288,502

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 Co441,580$9.33M0.54%+312,65813F-HRTimelineGroup
LPL Financial LLC390,534$8.25M<0.01%+9,49213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY246,749$5.22M<0.01%+103,47713F-HR/ATimelineGroup
HighTower Advisors, LLC220,511$4.66M0.01%+150,65813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.210,773$4.45M<0.01%+36,47713F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC195,700$4.14M0.02%+18,80013F-HRTimelineGroup
CENTRAL VALLEY ADVISORS, LLC191,219$4.04M1.21%+3,15913F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC189,917$4.01M0.84%+11,82613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC189,241$4M<0.01%+42,83413F-HRTimelineGroup
UBS Group AGin group UBS Group AG184,341$3.9M<0.01%+41,11913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/182,681$3.86M<0.01%+2,37113F-HRTimelineGroup
Avior Wealth Management, LLC174,209$3.68M0.11%+26,85513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp170,259$3.6M0.07%-7,52113F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC154,431$3.26M0.05%+20,52713F-HRTimeline
Key Financial Inc124,289$2.63M0.48%+3,00013F-HRTimeline
MONECO ADVISORS, LLC110,824$2.34M0.19%+1,83313F-HRTimeline
Envision Financial Planning, LLC106,418$2.25M0.85%+2,11013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…106,137$2.24M<0.01%+55,47913F-HR/ATimelineGroup
Parkway Wealth Management Group, LLC93,276$1.97M0.26%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC90,384$1.91M0.01%+38513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC78,257$1.65M<0.01%-27,57913F-HRTimelineGroup
FLOW TRADERS U.S. LLC77,168$1.63M0.05%new13F-HRTimeline
Elequin Capital, LP72,685$1.54M0.2%+59,93313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP67,870$1.43M<0.01%+23,23413F-HRTimelineGroup
Clark Asset Management, LLC67,587$1.43M0.15%+1,10613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth61,676$1.3M<0.01%+51,68213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.60,035$1.27M<0.01%+12,29513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC59,333$1.25M<0.01%+41,30413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC58,162$1.23M<0.01%+7,55713F-HRTimeline
Farmers National Bank55,687$1.18M0.26%+2,22613F-HRTimeline
Asset Dedication, LLC49,093$1.04M0.07%+2,91413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN47,819$1.01M<0.01%+2,01813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.45,720$966K0.01%-78513F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…41,605$879K0.02%+15,60013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…40,000$845K0.01%+8,65513F-HRTimelineGroup
VestGen Advisors, LLC39,582$837K0.04%+89513F-HRTimeline
Sequoia Financial Advisors, LLC36,270$767K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC35,529$751K<0.01%+3,42713F-HRTimeline
Integrated Wealth Concepts LLC34,518$730K0.01%-24,62813F-HRTimeline
Marietta Wealth Management, LLC34,012$719K0.08%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS31,005$655K<0.01%+1,70413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC26,374$557K0.01%new13F-HRTimelineGroup
Koss-Olinger Consulting, LLC26,048$551K0.04%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC24,330$514K<0.01%-2,32213F-HRTimelineGroup
Summit Trail Advisors, LLC23,141$489K0.01%new13F-HRTimeline
Venture Visionary Partners LLC22,763$481K0.02%-1,67913F-HRTimeline
Addison Advisors LLC22,320$472K0.11%+3013F-HRTimeline
IFG Advisory, LLC21,504$454K0.02%+8,74413F-HRTimeline
Jacobi Capital Management LLC20,105$425K0.02%+3,60013F-HRTimeline
Gradient Capital Advisors, LLC19,704$416K0.11%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA18,676$395K<0.01%+2,82613F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.17,963$380K0.02%-4,73013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP17,045$360K<0.01%+5,92513F-HRTimelineGroup
Cambridge Financial Group, LLC15,398$325K0.11%013F-HRTimeline
Cambridge Investment Research Advisors,…14,292$302K<0.01%new13F-HRTimeline
Horizons Wealth Management12,605$266K0.18%+11,15113F-HRTimeline
Beacon Pointe Advisors, LLC12,382$262K<0.01%-9,05513F-HRTimeline
Coastline Complete Wealth LLC12,128$256K0.16%13F-HRTimeline
CGN Advisors LLC10,690$226K0.02%-91213F-HRTimeline
COOKSON PEIRCE & CO INC9,993$211K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.9,517$201K<0.01%+47213F-HRTimeline
Crews Bank & Trust9,460$200K0.03%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,884$188K0.01%+7,44313F-HR/ATimelineGroup
MassMutual Private Wealth & Trust, FSB7,457$158K<0.01%-1,92113F-HRTimeline
First Command Advisory Services, Inc.6,735$142K<0.01%+2413F-HRTimeline
ORG Partners LLC6,700$142K0.02%013F-HRTimeline
Farther Finance Advisors, LLC6,429$136K<0.01%013F-HRTimeline
Larson Financial Group LLC6,055$128K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC5,967$126K<0.01%+4213F-HRTimeline
NewEdge Advisors, LLC2,600$55K<0.01%013F-HRTimeline
NorthAvenue LLC1,424$30.1K0.02%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…951$20.1K<0.01%+713F-HRTimelineGroup
YANKCOM Partnership929$19.6K0.01%013F-HRTimeline
Trust Co442$9.34K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC212$4.48K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC193$4.08K<0.01%new13F-HRTimeline