Cetera Investment Advisers
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Cetera Investment Advisers’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Cetera Investment Advisers’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 		$368K Sell
16,774
-646
-4% -$14.2K ﹤0.01% 3980
2026
Q1 		$380K Buy
17,420
+6,903
+66% +$153K ﹤0.01% 3771
2025
Q4 		$232K Buy
10,517
+273
+3% +$6.01K ﹤0.01% 4132
2025
Q3 		$225K Buy
+10,244
New +$222K ﹤0.01% 4072

Other funds holding BSMU

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Cetera Investment Advisers's BSMU Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 3.7% in Q2 2026, selling an estimated $14.2K and leaving 16,774 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #3980.

Cetera Investment Advisers first reported a position in BSMU in Q3 2025 and has held it in 4 quarters since. The position peaked at $380K in Q1 2026. 107 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

  • Cetera Investment Advisers held 16,774 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $368K as of Q2 2026.
  • Cetera Investment Advisers sold 646 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $14.2K.
  • Invesco BulletShares 2030 Municipal Bond ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3980 holding.
  • Cetera Investment Advisers first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Cetera Investment Advisers's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $380K in Q1 2026.
  • 107 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.