Advisornet Financial’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Advisornet Financial’s Portfolio BSMU Stock Details BSMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-308	Closed	-$6.62K	–	2252
2025 Q2	$6.62K	Hold	308	–	–	﹤0.01%	1597
2025 Q1	$6.65K	Hold	308	–	–	﹤0.01%	1536
2024 Q4	$6.69K	Hold	308	–	–	﹤0.01%	1416
2024 Q3	$6.82K	Buy	+308	New	+$6.78K	﹤0.01%	1513

Other funds holding BSMU

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisornet Financial's BSMU Position: Q3 2025 in Review

Advisornet Financial sold out of Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q3 2025, closing a stake of 308 shares — an estimated $6.62K sold.

Advisornet Financial first reported a position in BSMU in Q3 2024 and held it in 4 quarters. The position peaked at $6.82K in Q3 2024. 89 funds tracked by Wall St. Rank hold BSMU as of Q3 2025.

Advisornet Financial reported no remaining Invesco BulletShares 2030 Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
Advisornet Financial sold 308 Invesco BulletShares 2030 Municipal Bond ETF shares in Q3 2025, an estimated $6.62K.
Advisornet Financial first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q3 2024 and held it in 4 quarters.
Advisornet Financial's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $6.82K in Q3 2024.
89 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q3 2025.

Based on Advisornet Financial's 13F filing for Q3 2025, filed 9 Oct 2025.