Beacon Pointe Advisors’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Beacon Pointe 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
2026 Q2	$253K	Hold	11,532	–	–	﹤0.01%	1702
2026 Q1	$252K	Buy	11,532 +919	+9%	+$20.3K	﹤0.01%	1630
2025 Q4	$234K	Sell	10,613 -8,706	-45%	-$192K	﹤0.01%	1371
2025 Q3	$423K	Buy	19,319 +7,452	+63%	+$162K	﹤0.01%	1066
2025 Q2	$255K	Sell	11,867 -3,950	-25%	-$84.3K	﹤0.01%	1106
2025 Q1	$341K	Buy	15,817 +685	+5%	+$14.9K	﹤0.01%	972
2024 Q4	$329K	Sell	15,132 -2,280	-13%	-$50K	﹤0.01%	975
2024 Q3	$386K	Buy	17,412 +470	+3%	+$10.3K	﹤0.01%	942
2024 Q2	$369K	Buy	16,942 +2,302	+16%	+$50.3K	﹤0.01%	986
2024 Q1	$324K	Buy	14,640 +1,113	+8%	+$24.8K	﹤0.01%	1087
2023 Q4	$303K	Buy	+13,527	New	+$290K	﹤0.01%	1078

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 $103B AUM 28.65% 1-Year Est. Return

AUB

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

Beacon Pointe Advisors's BSMU Position: Q2 2026 in Review

Beacon Pointe Advisors held its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) position steady in Q2 2026 at 11,532 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1702.

Beacon Pointe Advisors first reported a position in BSMU in Q4 2023 and has held it in 11 quarters since. The position peaked at $423K in Q3 2025. 106 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

Beacon Pointe Advisors held 11,532 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $253K as of Q2 2026.
Beacon Pointe Advisors left its Invesco BulletShares 2030 Municipal Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2030 Municipal Bond ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1702 holding.
Beacon Pointe Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
Beacon Pointe Advisors's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $423K in Q3 2025.
106 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.