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

Kestra Advisory Services’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	$2.98M	Buy	136,072 +6,880	+5%	+$151K	0.01%	1124
2026 Q1	$2.82M	Buy	129,192 +816	+0.6%	+$18.1K	0.01%	1101
2025 Q4	$2.83M	Buy	128,376 +11,011	+9%	+$242K	0.01%	1022
2025 Q3	$2.57M	Buy	117,365 +20,645	+21%	+$448K	0.01%	1019
2025 Q2	$2.08M	Buy	96,720 +7,481	+8%	+$160K	0.01%	1055
2025 Q1	$1.93M	Buy	89,239 +5,891	+7%	+$128K	0.01%	1003
2024 Q4	$1.81M	Sell	83,348 -1,464	-2%	-$32.1K	0.01%	1054
2024 Q3	$1.88M	Buy	84,812 +1,494	+2%	+$32.9K	0.01%	985
2024 Q2	$1.81M	Buy	83,318 +16,787	+25%	+$367K	0.01%	1013
2024 Q1	$1.47M	Buy	66,531 +16,279	+32%	+$362K	0.01%	1016
2023 Q4	$1.13M	Buy	+50,252	New	+$1.08M	0.01%	1058
2022 Q4	–	Sell	-11,560	Closed	-$240K	–	2263
2022 Q3	$240K	Buy	+11,560	New	+$253K	﹤0.01%	1735

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

Kestra Advisory Services's BSMU Position: Q2 2026 in Review

Kestra Advisory Services increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 5.3% in Q2 2026, buying an estimated $151K and bringing the position to 136,072 shares worth $2.98M. The position accounts for 0.01% of the portfolio, ranked #1124.

Kestra Advisory Services first reported a position in BSMU in Q3 2022 and has held it in 12 quarters since. 106 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

Kestra Advisory Services held 136,072 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $2.98M as of Q2 2026.
Kestra Advisory Services bought 6,880 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $151K.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1124 holding.
Kestra Advisory Services first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q3 2022 and has held it in 12 quarters since.
106 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.