Avantax Advisory Services’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Avantax Advisory Services’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	$205K	Buy	+9,529	New	+$203K	﹤0.01%	2189

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return

Avantax Advisory Services's BSMU Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q2 2025: 9,529 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #2189 among its holdings.

80 funds tracked by Wall St. Rank hold BSMU as of Q2 2025.

Avantax Advisory Services held 9,529 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $205K as of Q2 2025.
Invesco BulletShares 2030 Municipal Bond ETF was a new Avantax Advisory Services position in Q2 2025.
Invesco BulletShares 2030 Municipal Bond ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2189 holding.
80 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.