Skip to content
Disclosery

BSMV INVESCO EXCH TRD SLF IDX FD

Follow

BULLETSHS 31 MUN (fund)

78 managers (78 13F filers) reported a position in BSMV shares at 2026-03-31, 5,814,475 shares in all. 9 filers opened a position and 7 filers sold out during the quarter.

Managers
78
13F filers
78
New
9
Added
43
Reduced
14
Sold out
7
Shares held by filers
5,814,475

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Co479,643$10M0.48%+38,06313F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC311,374$6.5M0.1%+156,94313F-HRTimeline
HighTower Advisors, LLC302,689$6.32M0.01%+82,17813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY257,116$5.37M<0.01%+10,36713F-HRTimelineGroup
LPL Financial LLC255,403$5.33M<0.01%-135,13113F-HRTimeline
UBS Group AGin group UBS Group AG234,071$4.89M<0.01%+49,73013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/233,434$4.87M<0.01%+50,75313F-HRTimelineGroup
Avior Wealth Management, LLC223,134$4.66M0.13%+48,92513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.204,774$4.28M<0.01%-5,99913F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC201,991$4.22M0.84%+12,07413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC195,700$4.09M0.02%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC192,663$4.02M<0.01%+3,42213F-HRTimelineGroup
CENTRAL VALLEY ADVISORS, LLC188,576$3.94M1.07%-2,64313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp188,397$3.93M0.08%+18,13813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC141,636$2.96M<0.01%+63,37913F-HRTimelineGroup
MONECO ADVISORS, LLC134,630$2.81M0.22%+23,80613F-HRTimeline
Envision Financial Planning, LLC110,258$2.3M0.83%+3,84013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…108,515$2.27M<0.01%+2,37813F-HRTimelineGroup
Key Financial Inc105,714$2.21M0.39%-18,57513F-HRTimeline
Parkway Wealth Management Group, LLC101,986$2.14M0.27%+8,71013F-HRTimeline
Clark Asset Management, LLC93,089$1.94M0.18%+25,50213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC91,240$1.91M0.01%+85613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP85,108$1.78M<0.01%+17,23813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.81,544$1.7M<0.01%+21,50913F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…75,115$1.57M0.04%+33,51013F-HRTimelineGroup
Coastline Complete Wealth LLC71,823$1.5M0.93%+59,69513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC66,040$1.38M<0.01%+6,70713F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth64,637$1.35M<0.01%+2,96113F-HRTimelineGroup
Legacy Private Trust Co.60,463$1.26M0.08%new13F-HRTimeline
Farmers National Bank56,390$1.18M0.26%+70313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN56,223$1.17M<0.01%+8,40413F-HR/ATimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…56,083$1.17M0.01%+16,08313F-HRTimelineGroup
FLOW TRADERS U.S. LLC51,451$1.07M0.03%-25,71713F-HRTimeline
MML INVESTORS SERVICES, LLC49,940$1.04M<0.01%-8,22213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.49,045$1.04M0.01%+3,32513F-HRTimelineGroup
Integrated Wealth Concepts LLC44,146$922K0.01%+9,62813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC41,811$873K<0.01%+6,28213F-HRTimeline
VestGen Advisors, LLC40,902$859K0.02%+1,32013F-HRTimeline
Marietta Wealth Management, LLC34,012$710K0.08%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS31,750$663K<0.01%+74513F-HRTimeline
Sequoia Financial Advisors, LLC28,975$605K<0.01%-7,29513F-HRTimeline
Asset Dedication, LLC27,783$580K0.04%-21,31013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC26,840$560K0.01%+46613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP24,913$518K<0.01%+7,86813F-HRTimelineGroup
Addison Advisors LLC23,704$495K0.11%+1,38413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA20,785$434K<0.01%+2,10913F-HRTimelineGroup
Jacobi Capital Management LLC20,230$422K0.02%+12513F-HRTimeline
Gradient Capital Advisors, LLC19,704$411K0.11%013F-HRTimeline
Venture Visionary Partners LLC18,184$380K0.01%-4,57913F-HRTimeline
Cambridge Financial Group, LLC15,398$322K0.11%013F-HRTimeline
Cambridge Investment Research Advisors,…14,345$300K<0.01%+5313F-HRTimeline
Summit Trail Advisors, LLC13,479$281K<0.01%-9,66213F-HRTimeline
NewEdge Advisors, LLC12,850$268K<0.01%+10,25013F-HR/ATimeline
Intentional Wealth Strategies, LLC12,635$264K0.25%13F-HRTimeline
Horizons Wealth Management12,605$263K0.18%013F-HRTimeline
Beacon Pointe Advisors, LLC12,256$256K<0.01%-12613F-HRTimeline
Global Financial Private Client, LLC12,208$255K0.08%new13F-HRTimeline
Heritage Trust Co12,019$251K0.03%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …11,650$243K0.01%new13F-HRTimelineGroup
World Investment Advisors11,390$238K<0.01%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.11,390$238K<0.01%new13F-HRTimeline
CGN Advisors LLC10,050$210K0.02%-64013F-HRTimeline
COOKSON PEIRCE & CO INC9,612$201K0.01%-38113F-HRTimeline
HARBOUR INVESTMENTS, INC.9,517$199K<0.01%013F-HRTimeline
Crews Bank & Trust9,460$198K0.03%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,888$186K<0.01%+413F-HRTimelineGroup
First Command Advisory Services, Inc.6,735$141K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…6,700$140K0.01%new13F-HRTimelineGroup
Larson Financial Group LLC6,055$126K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC6,009$125K<0.01%+4213F-HRTimeline
NorthAvenue LLC2,452$51.2K0.04%+1,02813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…958$20K<0.01%+713F-HRTimelineGroup
Farther Finance Advisors, LLC901$18.9K<0.01%-5,52813F-HRTimeline
Trust Co443$9.25K<0.01%+113F-HRTimeline
IFP Advisors, Inc272$5.68K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC212$4.43K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC193$4.03K<0.01%013F-HRTimeline
Root Financial Partners, LLC159$3.32K<0.01%new13F-HRTimeline