Fidelity Investments’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Fidelity Investments’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 Q2	–	Sell	-8,809	Closed	-$190K	–	5344
2025 Q1	$190K	Buy	+8,809	New	+$192K	﹤0.01%	3269
2024 Q4	–	Sell	-17	Closed	-$377	–	5574
2024 Q3	$377	Buy	+17	New	+$374	﹤0.01%	4991

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

Fidelity Investments's BSMU Position: Q2 2025 in Review

Fidelity Investments sold out of Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q2 2025, closing a stake of 8,809 shares — an estimated $190K sold.

Fidelity Investments first reported a position in BSMU in Q3 2024 and held it in 2 quarters. The position peaked at $190K in Q1 2025. 80 funds tracked by Wall St. Rank hold BSMU as of Q2 2025.

Fidelity Investments reported no remaining Invesco BulletShares 2030 Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Fidelity Investments sold 8,809 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2025, an estimated $190K.
Fidelity Investments first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q3 2024 and held it in 2 quarters.
Fidelity Investments's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $190K in Q1 2025.
80 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2025.

Based on Fidelity Investments's 13F filing for Q2 2025, filed 14 Aug 2025.