Atlantic Union Bankshares’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Atlantic Union Bankshares’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	$5.51M	Buy	251,404 +48,821	+24%	+$1.07M	0.09%	188
2026 Q1	$4.42M	Buy	202,583 +15,181	+8%	+$336K	0.08%	199
2025 Q4	$4.13M	Sell	187,402 -1,054	-0.6%	-$23.2K	0.08%	209
2025 Q3	$4.13M	Buy	188,456 +9,562	+5%	+$208K	0.08%	215
2025 Q2	$3.85M	Buy	178,894 +19,060	+12%	+$407K	0.09%	198
2025 Q1	$3.45M	Buy	159,834 +15,311	+11%	+$334K	0.21%	114
2024 Q4	$3.14M	Buy	144,523 +34,866	+32%	+$765K	0.18%	119
2024 Q3	$2.43M	Buy	109,657 +27,569	+34%	+$607K	0.14%	139
2024 Q2	$1.79M	Buy	82,088 +11,114	+16%	+$243K	0.11%	158
2024 Q1	$1.57M	Buy	70,974 +4,434	+7%	+$98.7K	0.13%	140
2023 Q4	$1.49M	Buy	66,540 +15,784	+31%	+$338K	0.14%	143
2023 Q3	$1.06M	Buy	50,756 +6,745	+15%	+$146K	0.11%	167
2023 Q2	$967K	Buy	44,011 +23,814	+118%	+$525K	0.1%	170
2023 Q1	$449K	Buy	20,197 +449	+2%	+$9.91K	0.05%	204
2022 Q4	$428K	Buy	+19,748	New	+$420K	0.05%	196

Other funds holding BSMU

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

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

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Atlantic Union Bankshares's BSMU Position: Q2 2026 in Review

Atlantic Union Bankshares increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 24% in Q2 2026, buying an estimated $1.07M and bringing the position to 251,404 shares worth $5.51M. The position accounts for 0.09% of the portfolio, ranked #188.

Atlantic Union Bankshares first reported a position in BSMU in Q4 2022 and has held it in 15 quarters since. 108 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

Atlantic Union Bankshares held 251,404 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $5.51M as of Q2 2026.
Atlantic Union Bankshares bought 48,821 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $1.07M.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.09% of Atlantic Union Bankshares's portfolio in Q2 2026, its #188 holding.
Atlantic Union Bankshares first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
108 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.