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Jeff Yass’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Jeff Yass’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
2025
Q3 		– Sell
-11,695
Closed -$251K – 12457
2025
Q2 		$251K Buy
+11,695
New +$250K ﹤0.01% 10727
2024
Q1 		– Sell
-46,179
Closed -$1.04M – 12215
2023
Q4 		$1.04M Buy
+46,179
New +$990K ﹤0.01% 6916

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
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jeff Yass's BSMU Position: Q3 2025 in Review

Jeff Yass sold out of Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q3 2025, closing a stake of 11,695 shares — an estimated $251K sold.

Jeff Yass first reported a position in BSMU in Q4 2023 and held it in 2 quarters. The position peaked at $1.04M in Q4 2023. 89 funds tracked by Wall St. Rank hold BSMU as of Q3 2025.

  • Jeff Yass reported no remaining Invesco BulletShares 2030 Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Jeff Yass sold 11,695 Invesco BulletShares 2030 Municipal Bond ETF shares in Q3 2025, an estimated $251K.
  • Jeff Yass first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2023 and held it in 2 quarters.
  • Jeff Yass's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $1.04M in Q4 2023.
  • 89 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q3 2025.

Based on Susquehanna International Group's 13F filing for Q3 2025, filed 14 Nov 2025.