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

Citadel 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
2024
Q4 		– Sell
-55,307
Closed -$1.23M – 14541
2024
Q3 		$1.23M Buy
+55,307
New +$1.22M ﹤0.01% 6448
2024
Q2 		– Sell
-24,721
Closed -$547K – 14298
2024
Q1 		$547K Buy
+24,721
New +$550K ﹤0.01% 8182

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
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 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
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return

Citadel Advisors's BSMU Position: Q4 2024 in Review

Citadel Advisors sold out of Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q4 2024, closing a stake of 55,307 shares — an estimated $1.23M sold.

Citadel Advisors first reported a position in BSMU in Q1 2024 and held it in 2 quarters. The position peaked at $1.23M in Q3 2024. 68 funds tracked by Wall St. Rank hold BSMU as of Q4 2024.

  • Citadel Advisors reported no remaining Invesco BulletShares 2030 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Citadel Advisors sold 55,307 Invesco BulletShares 2030 Municipal Bond ETF shares in Q4 2024, an estimated $1.23M.
  • Citadel Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q1 2024 and held it in 2 quarters.
  • Citadel Advisors's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $1.23M in Q3 2024.
  • 68 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q4 2024.

Based on Citadel Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.