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Global Financial Private Client’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Global Financial Private Client’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
-249
Closed -$5.37K – 405
2025
Q1 		$5.37K Sell
249
-471
-65% -$10.3K ﹤0.01% 666
2024
Q4 		$15.6K Buy
+720
New +$15.8K 0.01% 470

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
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
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
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

Global Financial Private Client's BSMU Position: Q2 2025 in Review

Global Financial Private Client sold out of Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q2 2025, closing a stake of 249 shares — an estimated $5.37K sold.

Global Financial Private Client first reported a position in BSMU in Q4 2024 and held it in 2 quarters. The position peaked at $15.6K in Q4 2024. 80 funds tracked by Wall St. Rank hold BSMU as of Q2 2025.

  • Global Financial Private Client reported no remaining Invesco BulletShares 2030 Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 249 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2025, an estimated $5.37K.
  • Global Financial Private Client first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $15.6K in Q4 2024.
  • 80 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.