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

Hobbs Group 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 		$351K Sell
16,034
-601
-4% -$13.2K 0.09% 133
2026
Q1 		$363K Buy
16,635
+3,880
+30% +$85.8K 0.11% 124
2025
Q4 		$281K Buy
12,755
+300
+2% +$6.6K 0.08% 141
2025
Q3 		$273K Buy
+12,455
New +$270K 0.09% 137
2025
Q2 		– Sell
-20,755
Closed -$448K – 150
2025
Q1 		$448K Sell
20,755
-99
-0.5% -$2.16K 0.17% 95
2024
Q4 		$453K Buy
20,854
+3,795
+22% +$83.3K 0.17% 97
2024
Q3 		$378K Buy
17,059
+2,018
+13% +$44.4K 0.14% 102
2024
Q2 		$327K Buy
+15,041
New +$329K 0.12% 108
2023
Q4 		$147K Buy
+6,548
New +$140K 0.07% 138

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

Hobbs Group Advisors's BSMU Position: Q2 2026 in Review

Hobbs Group Advisors reduced its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 3.6% in Q2 2026, selling an estimated $13.2K and leaving 16,034 shares worth $351K. The position accounts for 0.09% of the portfolio, ranked #133.

Hobbs Group Advisors first reported a position in BSMU in Q4 2023 and has held it in 9 quarters since. The position peaked at $453K in Q4 2024. 106 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

  • Hobbs Group Advisors held 16,034 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $351K as of Q2 2026.
  • Hobbs Group Advisors sold 601 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $13.2K.
  • Invesco BulletShares 2030 Municipal Bond ETF made up 0.09% of Hobbs Group Advisors's portfolio in Q2 2026, its #133 holding.
  • Hobbs Group Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • Hobbs Group Advisors's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $453K in Q4 2024.
  • 106 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.