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Astoria Portfolio Advisors’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Astoria Portfolio 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
2025
Q4 		– Sell
-23,761
Closed -$522K – 301
2025
Q3 		$522K Buy
23,761
+2,952
+14% +$64.1K 0.14% 134
2025
Q2 		$447K Buy
+20,809
New +$444K 0.13% 149
2024
Q4 		– Sell
-9,807
Closed -$216K – 219
2024
Q3 		$216K Buy
9,807
+74
+0.8% +$1.63K 0.07% 192
2024
Q2 		$212K Buy
+9,733
New +$213K 0.08% 177

Other funds holding BSMU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Astoria Portfolio Advisors's BSMU Position: Q4 2025 in Review

Astoria Portfolio Advisors sold out of Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q4 2025, closing a stake of 23,761 shares — an estimated $522K sold.

Astoria Portfolio Advisors first reported a position in BSMU in Q2 2024 and held it in 4 quarters. The position peaked at $522K in Q3 2025. 96 funds tracked by Wall St. Rank hold BSMU as of Q4 2025.

  • Astoria Portfolio Advisors reported no remaining Invesco BulletShares 2030 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Astoria Portfolio Advisors sold 23,761 Invesco BulletShares 2030 Municipal Bond ETF shares in Q4 2025, an estimated $522K.
  • Astoria Portfolio Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q2 2024 and held it in 4 quarters.
  • Astoria Portfolio Advisors's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $522K in Q3 2025.
  • 96 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q4 2025.

Based on Astoria Portfolio Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.