HighTower Advisors’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

HighTower Advisors’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	$6.04M	Buy	275,525 +66,369	+32%	+$1.45M	0.01%	1154
2026 Q1	$4.56M	Buy	209,156 +48	+0%	+$1.06K	﹤0.01%	1247
2025 Q4	$4.61M	Buy	209,108 +61,735	+42%	+$1.36M	0.01%	1213
2025 Q3	$3.23M	Buy	147,373 +24,860	+20%	+$540K	﹤0.01%	1365
2025 Q2	$2.63M	Buy	122,513 +28,193	+30%	+$602K	﹤0.01%	1417
2025 Q1	$2.04M	Buy	94,320 +23,312	+33%	+$508K	﹤0.01%	1518
2024 Q4	$1.54M	Buy	71,008 +4,822	+7%	+$106K	﹤0.01%	1678
2024 Q3	$1.46M	Buy	+66,186	New	+$1.46M	﹤0.01%	1693

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

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors's BSMU Position: Q2 2026 in Review

HighTower Advisors increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 32% in Q2 2026, buying an estimated $1.45M and bringing the position to 275,525 shares worth $6.04M. The position accounts for 0.01% of the portfolio, ranked #1154.

HighTower Advisors first reported a position in BSMU in Q3 2024 and has held it in 8 quarters since. 106 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

HighTower Advisors held 275,525 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $6.04M as of Q2 2026.
HighTower Advisors bought 66,369 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $1.45M.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #1154 holding.
HighTower Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
106 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.