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

Harbour 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
2026
Q2 		$606K Sell
27,640
-1,024
-4% -$22.4K 0.01% 1035
2026
Q1 		$625K Buy
28,664
+1,925
+7% +$42.6K 0.01% 950
2025
Q4 		$589K Buy
26,739
+17,877
+202% +$393K 0.01% 789
2025
Q3 		$194K Buy
8,862
+8,594
+3,207% +$187K ﹤0.01% 1247
2025
Q2 		$5.76K Sell
268
-349
-57% -$7.45K ﹤0.01% 2821
2025
Q1 		$13.3K Buy
+617
New +$13.5K ﹤0.01% 2377

Other funds holding BSMU

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
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
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

Harbour Investments's BSMU Position: Q2 2026 in Review

Harbour Investments reduced its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 3.6% in Q2 2026, selling an estimated $22.4K and leaving 27,640 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #1035.

Harbour Investments first reported a position in BSMU in Q1 2025 and has held it in 6 quarters since. The position peaked at $625K in Q1 2026. 106 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

  • Harbour Investments held 27,640 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $606K as of Q2 2026.
  • Harbour Investments sold 1,024 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $22.4K.
  • Invesco BulletShares 2030 Municipal Bond ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1035 holding.
  • Harbour Investments first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Harbour Investments's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $625K in Q1 2026.
  • 106 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.