IFG Advisory’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

IFG Advisory’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	$415K	Buy	+18,947	New	+$415K	0.01%	661
2026 Q1	–	Sell	-12,047	Closed	-$265K	–	382
2025 Q4	$265K	Buy	+12,047	New	+$265K	0.01%	665

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AUB

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

IFG Advisory's BSMU Position: Q2 2026 in Review

IFG Advisory opened a new position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q2 2026: 18,947 shares worth $415K. The stake represents 0.01% of the portfolio and ranks #661 among its holdings. This is a return to the name: IFG Advisory previously reported a position in BSMU as recently as Q4 2025.

IFG Advisory first reported a position in BSMU in Q4 2025 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

IFG Advisory held 18,947 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $415K as of Q2 2026.
Invesco BulletShares 2030 Municipal Bond ETF was a new IFG Advisory position in Q2 2026.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #661 holding.
IFG Advisory first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
107 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.