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

IFP 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 		$34.1K Buy
1,557
+195
+14% +$4.27K ﹤0.01% 2630
2026
Q1 		$29.7K Buy
1,362
+262
+24% +$5.8K ﹤0.01% 2555
2025
Q4 		$24.2K Hold
1,100
– – ﹤0.01% 2625
2025
Q3 		$24.1K Hold
1,100
– – ﹤0.01% 2490
2025
Q2 		$23.6K Hold
1,100
– – ﹤0.01% 2452
2025
Q1 		$23.7K Hold
1,100
– – ﹤0.01% 2228
2024
Q4 		$23.9K Hold
1,100
– – ﹤0.01% 2168
2024
Q3 		$24.4K Hold
1,100
– – ﹤0.01% 2068
2024
Q2 		$23.9K Hold
1,100
– – ﹤0.01% 2002
2024
Q1 		$24.3K Hold
1,100
– – ﹤0.01% 1884
2023
Q4 		$24.7K Hold
1,100
– – ﹤0.01% 1831
2023
Q3 		$23K Hold
1,100
– – ﹤0.01% 1869
2023
Q2 		$24.2K Hold
1,100
– – ﹤0.01% 1921
2023
Q1 		$27.4K Hold
1,100
– – ﹤0.01% 1878
2022
Q4 		$27K Buy
+1,100
New +$23.4K ﹤0.01% 2665

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

IFP Advisors's BSMU Position: Q2 2026 in Review

IFP Advisors increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 14% in Q2 2026, buying an estimated $4.27K and bringing the position to 1,557 shares worth $34.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2630.

IFP Advisors first reported a position in BSMU in Q4 2022 and has held it in 15 quarters since. 106 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

  • IFP Advisors held 1,557 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $34.1K as of Q2 2026.
  • IFP Advisors bought 195 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $4.27K.
  • Invesco BulletShares 2030 Municipal Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2630 holding.
  • IFP Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 106 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.