Equitable Holdings’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Equitable Holdings’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	-22,692	Closed	-$503K	–	1274
2024 Q3	$503K	Hold	22,692	–	–	﹤0.01%	862
2024 Q2	$494K	Hold	22,692	–	–	0.01%	838
2024 Q1	$502K	Sell	22,692 -1,000	-4%	-$22.3K	0.01%	802
2023 Q4	$531K	Sell	23,692 -1,508	-6%	-$32.3K	0.01%	760
2023 Q3	$526K	Buy	25,200 +11,500	+84%	+$249K	0.01%	699
2023 Q2	$301K	Hold	13,700	–	–	﹤0.01%	846
2023 Q1	$305K	Hold	13,700	–	–	﹤0.01%	792
2022 Q4	$297K	Buy	13,700 +4,000	+41%	+$85K	0.01%	741
2022 Q3	$201K	Buy	+9,700	New	+$212K	﹤0.01%	819

Other funds holding BSMU

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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 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 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

Equitable Holdings's BSMU Position: Q4 2024 in Review

Equitable Holdings sold out of Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q4 2024, closing a stake of 22,692 shares — an estimated $503K sold.

Equitable Holdings first reported a position in BSMU in Q3 2022 and held it in 9 quarters. The position peaked at $531K in Q4 2023. 68 funds tracked by Wall St. Rank hold BSMU as of Q4 2024.

Equitable Holdings reported no remaining Invesco BulletShares 2030 Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Equitable Holdings sold 22,692 Invesco BulletShares 2030 Municipal Bond ETF shares in Q4 2024, an estimated $503K.
Equitable Holdings first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q3 2022 and held it in 9 quarters.
Equitable Holdings's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $531K in Q4 2023.
68 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q4 2024.

Based on Equitable Holdings's 13F filing for Q4 2024, filed 12 Feb 2025.