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AE Wealth Management’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

AE Wealth Management’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
2026
Q2 		$1.59M Sell
72,695
-20,187
-22% -$442K 0.01% 741
2026
Q1 		$2.03M Sell
92,882
-7,151
-7% -$158K 0.01% 640
2025
Q4 		$2.2M Sell
100,033
-1,671
-2% -$36.8K 0.01% 577
2025
Q3 		$2.23M Buy
101,704
+4,414
+5% +$95.8K 0.01% 539
2025
Q2 		$2.09M Buy
97,290
+7,090
+8% +$151K 0.02% 528
2025
Q1 		$1.95M Buy
90,200
+8,026
+10% +$175K 0.02% 535
2024
Q4 		$1.78M Buy
82,174
+4,395
+6% +$96.4K 0.02% 555
2024
Q3 		$1.72M Buy
77,779
+8,486
+12% +$187K 0.02% 572
2024
Q2 		$1.51M Buy
69,293
+10,114
+17% +$221K 0.02% 596
2024
Q1 		$1.31M Sell
59,179
-85,161
-59% -$1.89M 0.01% 595
2023
Q4 		$3.2M Buy
144,340
+61,187
+74% +$1.31M 0.02% 740
2023
Q3 		$1.74M Buy
83,153
+11,683
+16% +$253K 0.01% 903
2023
Q2 		$1.57M Buy
71,470
+3,156
+5% +$69.6K 0.01% 918
2023
Q1 		$1.52M Buy
+68,314
New +$1.51M 0.01% 894

Other funds holding BSMU

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

AE Wealth Management's BSMU Position: Q2 2026 in Review

AE Wealth Management reduced its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 22% in Q2 2026, selling an estimated $442K and leaving 72,695 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #741.

AE Wealth Management first reported a position in BSMU in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.2M in Q4 2023. 106 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

  • AE Wealth Management held 72,695 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $1.59M as of Q2 2026.
  • AE Wealth Management sold 20,187 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $442K.
  • Invesco BulletShares 2030 Municipal Bond ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #741 holding.
  • AE Wealth Management first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • AE Wealth Management's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $3.2M in Q4 2023.
  • 106 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.