Key Financial Inc’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Key Financial Inc’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 Q1	$2.48M	Sell	113,875 -12,715	-10%	-$281K	0.44%	46
2025 Q4	$2.79M	Buy	126,590 +7,373	+6%	+$162K	0.51%	40
2025 Q3	$2.61M	Buy	119,217 +417	+0.4%	+$9.05K	0.48%	43
2025 Q2	$2.55M	Hold	118,800	–	–	0.51%	42
2025 Q1	$2.56M	Buy	118,800 +2,075	+2%	+$45.3K	0.56%	38
2024 Q4	$2.54M	Buy	116,725 +2,050	+2%	+$45K	0.58%	37
2024 Q3	$2.54M	Buy	114,675 +4,450	+4%	+$97.9K	0.56%	36
2024 Q2	$2.4M	Buy	110,225 +24,925	+29%	+$544K	0.58%	36
2024 Q1	$1.89M	Buy	85,300 +775	+0.9%	+$17.2K	0.48%	43
2023 Q4	$1.9M	Buy	84,525 +12,825	+18%	+$275K	0.52%	42
2023 Q3	$1.5M	Hold	71,700	–	–	0.51%	42
2023 Q2	$1.57M	Buy	71,700 +59,300	+478%	+$1.31M	0.52%	41
2023 Q1	$276K	Buy	+12,400	New	+$274K	0.1%	163

Other funds holding BSMU

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Key Financial Inc's BSMU Position: Q1 2026 in Review

Key Financial Inc reduced its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 10% in Q1 2026, selling an estimated $281K and leaving 113,875 shares worth $2.48M. The position accounts for 0.44% of the portfolio, ranked #46.

Key Financial Inc first reported a position in BSMU in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.79M in Q4 2025. 95 funds tracked by Wall St. Rank hold BSMU as of Q1 2026.

Key Financial Inc held 113,875 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $2.48M as of Q1 2026.
Key Financial Inc sold 12,715 Invesco BulletShares 2030 Municipal Bond ETF shares in Q1 2026, an estimated $281K.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.44% of Key Financial Inc's portfolio in Q1 2026, its #46 holding.
Key Financial Inc first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q1 2023 and has held it in 13 quarters since.
Key Financial Inc's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $2.79M in Q4 2025.
95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.