Anchor Investment Management’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Anchor Investment 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 Q1	$142K	Buy	+6,500	New	+$144K	0.01%	432

Other funds holding BSMU

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Anchor Investment Management's BSMU Position: Q1 2026 in Review

Anchor Investment Management opened a new position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q1 2026: 6,500 shares worth $142K. The stake represents 0.01% of the portfolio and ranks #432 among its holdings.

95 funds tracked by Wall St. Rank hold BSMU as of Q1 2026.

Anchor Investment Management held 6,500 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $142K as of Q1 2026.
Invesco BulletShares 2030 Municipal Bond ETF was a new Anchor Investment Management position in Q1 2026.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #432 holding.
95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.