Back to LPL Financial LLC LPL Financial LLC

BSMVBSMV
11 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF

LPL Financial LLC holds 288,458 shares of BSMV (INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF), worth $6.1M as of 2026-Q2. The position was increased (+12.9% shares). BSMV represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$6.1M

Current Shares

288,458

Total Value Change

+$5M

Total Shares Change

+239,853

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
288,458
+12.9%
$6.1M0.0%$20.93
31
2026-Q1
Decreased
255,403
-34.6%
$5.3M0.0%$20.67
0
2025-Q4
Increased
390,534
+2.5%
$8.3M0.0%$20.78
28
2025-Q3
Increased
381,042
+15.3%
$8M0.0%$20.51
32
2025-Q2
Decreased
330,576
-3.3%
$6.8M0.0%$19.98
0
2025-Q1
Increased
341,811
+26.5%
$7.1M0.0%$19.93
34
2024-Q4
Increased
270,291
+42.3%
$5.7M0.0%$19.97
36
2024-Q3
Increased
189,991
+30.3%
$4M0.0%$20.18
34
2024-Q2
Increased
145,785
+11.6%
$3.1M0.0%$19.70
29
2024-Q1
Increased
130,605
+168.7%
$2.8M0.0%$19.87
42
2023-Q4
New
48,605
-
$1.1M0.0%$20.03
35

Other major holders of BSMV: HighTower Advisors, LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used