J.W. Cole Advisors’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

J.W. Cole 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	$220K	Buy	+10,047	New	+$220K	﹤0.01%	1460
2026 Q1	–	Sell	-9,980	Closed	-$220K	–	839
2025 Q4	$220K	Buy	9,980 +32	+0.3%	+$704	0.01%	1257
2025 Q3	$218K	Sell	9,948 -820	-8%	-$17.8K	﹤0.01%	1401
2025 Q2	$232K	Buy	10,768 +42	+0.4%	+$897	﹤0.01%	1284
2025 Q1	$231K	Buy	+10,726	New	+$234K	0.01%	1082

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 $103B AUM 28.65% 1-Year Est. Return

AUB

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

J.W. Cole Advisors's BSMU Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q2 2026: 10,047 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1460 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in BSMU as recently as Q4 2025.

J.W. Cole Advisors first reported a position in BSMU in Q1 2025 and has held it in 5 quarters since. The position peaked at $232K in Q2 2025. 106 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

J.W. Cole Advisors held 10,047 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $220K as of Q2 2026.
Invesco BulletShares 2030 Municipal Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
Invesco BulletShares 2030 Municipal Bond ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1460 holding.
J.W. Cole Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
J.W. Cole Advisors's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $232K in Q2 2025.
106 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.