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 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 $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

Atlantic Union Bankshares's BSMU Position: Q1 2026 in Review

Atlantic Union Bankshares increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 8.1% in Q1 2026, buying an estimated $336K and bringing the position to 202,583 shares worth $4.42M. The position accounts for 0.08% of the portfolio, ranked #199.

Atlantic Union Bankshares first reported a position in BSMU in Q4 2022 and has held it in 14 quarters since. 95 funds tracked by Wall St. Rank hold BSMU as of Q1 2026.

Atlantic Union Bankshares held 202,583 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $4.42M as of Q1 2026.
Atlantic Union Bankshares bought 15,181 Invesco BulletShares 2030 Municipal Bond ETF shares in Q1 2026, an estimated $336K.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.08% of Atlantic Union Bankshares's portfolio in Q1 2026, its #199 holding.
Atlantic Union Bankshares first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2022 and has held it in 14 quarters since.
95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.