Cambridge Investment Research Advisors’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Cambridge Investment Research 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	$291K	Buy	13,288 +2,287	+21%	+$50.1K	﹤0.01%	3476
2026 Q1	$240K	Sell	11,001 -402	-4%	-$8.89K	﹤0.01%	3494
2025 Q4	$251K	Buy	+11,403	New	+$251K	﹤0.01%	3373

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

Cambridge Investment Research Advisors's BSMU Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 21% in Q2 2026, buying an estimated $50.1K and bringing the position to 13,288 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #3476.

Cambridge Investment Research Advisors first reported a position in BSMU in Q4 2025 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

Cambridge Investment Research Advisors held 13,288 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $291K as of Q2 2026.
Cambridge Investment Research Advisors bought 2,287 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $50.1K.
Invesco BulletShares 2030 Municipal Bond ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3476 holding.
Cambridge Investment Research Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
106 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.