Aptus Capital Advisors’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Aptus Capital Advisors’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	$128K	Buy	5,846 +39	+0.7%	+$863	﹤0.01%	1094
2025 Q4	$128K	Buy	5,807 +39	+0.7%	+$858	﹤0.01%	1116
2025 Q3	$126K	Buy	5,768 +42	+0.7%	+$912	﹤0.01%	1068
2025 Q2	$123K	Buy	5,726 +43	+0.8%	+$918	﹤0.01%	1035
2025 Q1	$123K	Buy	5,683 +1,040	+22%	+$22.7K	﹤0.01%	974
2024 Q4	$101K	Hold	4,643	–	–	﹤0.01%	1002
2024 Q3	$103K	Hold	4,643	–	–	﹤0.01%	847
2024 Q2	$101K	Hold	4,643	–	–	﹤0.01%	818
2024 Q1	$103K	Buy	+4,643	New	+$103K	﹤0.01%	816

Other funds holding BSMU

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

HBT

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Aptus Capital Advisors's BSMU Position: Q1 2026 in Review

Aptus Capital Advisors increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 0.67% in Q1 2026, buying an estimated $863 and bringing the position to 5,846 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Aptus Capital Advisors first reported a position in BSMU in Q1 2024 and has held it in 9 quarters since. The position peaked at $128K in Q4 2025. 95 funds tracked by Wall St. Rank hold BSMU as of Q1 2026.

Aptus Capital Advisors held 5,846 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $128K as of Q1 2026.
Aptus Capital Advisors bought 39 Invesco BulletShares 2030 Municipal Bond ETF shares in Q1 2026, an estimated $863.
Invesco BulletShares 2030 Municipal Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1094 holding.
Aptus Capital Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q1 2024 and has held it in 9 quarters since.
Aptus Capital Advisors's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $128K in Q4 2025.
95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.