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Atria Investments’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Atria Investments’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
Q2 		– Sell
-11,142
Closed -$240K – 1996
2025
Q1 		$240K Sell
11,142
-118,815
-91% -$2.59M ﹤0.01% 1741
2024
Q4 		$2.82M Buy
+129,957
New +$2.85M 0.04% 550

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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

Atria Investments's BSMU Position: Q2 2025 in Review

Atria Investments sold out of Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q2 2025, closing a stake of 11,142 shares — an estimated $240K sold.

Atria Investments first reported a position in BSMU in Q4 2024 and held it in 2 quarters. The position peaked at $2.82M in Q4 2024. 80 funds tracked by Wall St. Rank hold BSMU as of Q2 2025.

  • Atria Investments reported no remaining Invesco BulletShares 2030 Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Investments sold 11,142 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2025, an estimated $240K.
  • Atria Investments first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2024 and held it in 2 quarters.
  • Atria Investments's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $2.82M in Q4 2024.
  • 80 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.