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

Kestra Private Wealth 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
Q3 		$292K Sell
13,969
-1,035
-7% -$22.3K ﹤0.01% 1492
2026
Q2 		$329K Buy
+15,004
New +$329K ﹤0.01% 1460

Other funds holding BSMU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Stratos Wealth Advisors
Stratos Wealth Advisors Beachwood, Ohio $1.9B AUM 16.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Kestra Private Wealth Services's BSMU Position: Q3 2026 in Review

Kestra Private Wealth Services reduced its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 6.9% in Q3 2026, selling an estimated $22.3K and leaving 13,969 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

Kestra Private Wealth Services first reported a position in BSMU in Q2 2026 and has held it in 2 quarters since. The position peaked at $329K in Q2 2026. 96 funds tracked by Wall St. Rank hold BSMU as of Q3 2026.

  • Kestra Private Wealth Services held 13,969 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $292K as of Q3 2026.
  • Kestra Private Wealth Services sold 1,035 Invesco BulletShares 2030 Municipal Bond ETF shares in Q3 2026, an estimated $22.3K.
  • Invesco BulletShares 2030 Municipal Bond ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q3 2026, its #1492 holding.
  • Kestra Private Wealth Services first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Kestra Private Wealth Services's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $329K in Q2 2026.
  • 96 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.