Commonwealth Equity Services’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Commonwealth Equity Services’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	$1.62M	Buy	73,780 +2,743	+4%	+$60.1K	﹤0.01%	2312
2026 Q1	$1.55M	Buy	71,037 +7,013	+11%	+$155K	﹤0.01%	2233
2025 Q4	$1.41M	Sell	64,024 -53,628	-46%	-$1.18M	﹤0.01%	2289
2025 Q3	$2.58M	Buy	117,652 +72,750	+162%	+$1.58M	﹤0.01%	1805
2025 Q2	$965K	Buy	44,902 +1,694	+4%	+$36.2K	﹤0.01%	2592
2025 Q1	$932K	Buy	43,208 +200	+0.5%	+$4.36K	﹤0.01%	2509
2024 Q4	$934K	Buy	43,008 +4,583	+12%	+$101K	﹤0.01%	2441
2024 Q3	$851K	Buy	38,425 +4,808	+14%	+$106K	﹤0.01%	2476
2024 Q2	$732K	Buy	33,617 +3,688	+12%	+$80.6K	﹤0.01%	2514
2024 Q1	$662K	Buy	29,929 +2,408	+9%	+$53.6K	﹤0.01%	2578
2023 Q4	$617K	Buy	27,521 +8,654	+46%	+$186K	﹤0.01%	2541
2023 Q3	$394K	Buy	18,867 +5,356	+40%	+$116K	﹤0.01%	2798
2023 Q2	$297K	Buy	+13,511	New	+$298K	﹤0.01%	3065

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

Commonwealth Equity Services's BSMU Position: Q2 2026 in Review

Commonwealth Equity Services increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 3.9% in Q2 2026, buying an estimated $60.1K and bringing the position to 73,780 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #2312.

Commonwealth Equity Services first reported a position in BSMU in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.58M in Q3 2025. 106 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

Commonwealth Equity Services held 73,780 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $1.62M as of Q2 2026.
Commonwealth Equity Services bought 2,743 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $60.1K.
Invesco BulletShares 2030 Municipal Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2312 holding.
Commonwealth Equity Services first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q2 2023 and has held it in 13 quarters since.
Commonwealth Equity Services's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $2.58M in Q3 2025.
106 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.