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

LPL Financial’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 		$9.48M Sell
434,624
-25,428
-6% -$562K ﹤0.01% 2045
2025
Q4 		$10.1M Buy
460,052
+25,463
+6% +$560K ﹤0.01% 1917
2025
Q3 		$9.53M Buy
434,589
+35,240
+9% +$765K ﹤0.01% 1911
2025
Q2 		$8.59M Buy
399,349
+11,768
+3% +$251K ﹤0.01% 1867
2025
Q1 		$8.36M Buy
387,581
+14,781
+4% +$322K ﹤0.01% 1734
2024
Q4 		$8.1M Buy
372,800
+101,314
+37% +$2.22M ﹤0.01% 1701
2024
Q3 		$6.01M Buy
271,486
+29,244
+12% +$644K ﹤0.01% 1831
2024
Q2 		$5.27M Buy
242,242
+17,725
+8% +$387K ﹤0.01% 1802
2024
Q1 		$4.97M Buy
224,517
+72,774
+48% +$1.62M ﹤0.01% 1786
2023
Q4 		$3.4M Buy
151,743
+17,303
+13% +$371K ﹤0.01% 1966
2023
Q3 		$2.81M Buy
134,440
+3,519
+3% +$76.2K ﹤0.01% 2015
2023
Q2 		$2.88M Buy
130,921
+86,850
+197% +$1.92M ﹤0.01% 1947
2023
Q1 		$980K Buy
44,071
+21,501
+95% +$475K ﹤0.01% 2769
2022
Q4 		$489K Buy
22,570
+12,189
+117% +$259K ﹤0.01% 3265
2022
Q3 		$216K Sell
10,381
-1,000
-9% -$21.9K ﹤0.01% 3863
2022
Q2 		$248K Buy
+11,381
New +$251K ﹤0.01% 3781

Other funds holding BSMU

Wells Fargo
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial's BSMU Position: Q1 2026 in Review

LPL Financial reduced its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 5.5% in Q1 2026, selling an estimated $562K and leaving 434,624 shares worth $9.48M. The position accounts for ﹤0.01% of the portfolio, ranked #2045.

LPL Financial first reported a position in BSMU in Q2 2022 and has held it in 16 quarters since. The position peaked at $10.1M in Q4 2025. 95 funds tracked by Wall St. Rank hold BSMU as of Q1 2026.

  • LPL Financial held 434,624 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $9.48M as of Q1 2026.
  • LPL Financial sold 25,428 Invesco BulletShares 2030 Municipal Bond ETF shares in Q1 2026, an estimated $562K.
  • Invesco BulletShares 2030 Municipal Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2045 holding.
  • LPL Financial first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • LPL Financial's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $10.1M in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.