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Collier Financial’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Collier Financial’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
Q4 		– Sell
-836
Closed -$18.3K – 132
2025
Q3 		$18.3K Buy
+836
New +$18.1K 0.01% 105
2025
Q1 		$89K Sell
4,124
-1,170
-22% -$25.5K 0.08% 60
2024
Q4 		$115K Buy
+5,294
New +$116K 0.1% 53

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Collier Financial's BSMU Position: Q4 2025 in Review

Collier Financial sold out of Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q4 2025, closing a stake of 836 shares — an estimated $18.3K sold.

Collier Financial first reported a position in BSMU in Q4 2024 and held it in 3 quarters. The position peaked at $115K in Q4 2024. 96 funds tracked by Wall St. Rank hold BSMU as of Q4 2025.

  • Collier Financial reported no remaining Invesco BulletShares 2030 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Collier Financial sold 836 Invesco BulletShares 2030 Municipal Bond ETF shares in Q4 2025, an estimated $18.3K.
  • Collier Financial first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2024 and held it in 3 quarters.
  • Collier Financial's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $115K in Q4 2024.
  • 96 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q4 2025.

Based on Collier Financial's 13F filing for Q4 2025, filed 12 Feb 2026.