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Position history for CAPTRUST FINANCIAL ADVISORSCAPTRUST FINANCIAL ADVISORS's holdings in INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF

CAPTRUST FINANCIAL ADVISORS holds 31,559 shares of BSMV (INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF), worth $662,262 as of 2026-Q2. The position was decreased (-0.6% shares). BSMV represents 0.0% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$662,262

Current Shares

31,559

Total Value Change

+$251,572

Total Shares Change

+12,282

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
31,559
-0.6%
$662,2620.0%$20.93
0
2026-Q1
Increased
31,750
+2.4%
$662,9400.0%$20.67
25
2025-Q4
Increased
31,005
+5.8%
$655,2970.0%$20.78
26
2025-Q3
Increased
29,301
+56.5%
$615,6160.0%$20.51
35
2025-Q2
Decreased
18,726
-7.5%
$386,1300.0%$19.98
0
2025-Q1
Increased
20,254
+2.4%
$419,8620.0%$19.93
24
2024-Q4
Increased
19,784
+2.6%
$414,0750.0%$19.97
24
2024-Q3
Decreased
19,277
-34.1%
$410,6900.0%$20.18
0

Other major holders of BSMV: LPL Financial LLC, HighTower Advisors, LLC

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