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
Q2 		$10.2M Buy
465,215
+30,591
+7% +$670K ﹤0.01% 2132
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 $617B AUM 30.33% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Morgan Stanley
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial's BSMU Position: Q2 2026 in Review

LPL Financial increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 7% in Q2 2026, buying an estimated $670K and bringing the position to 465,215 shares worth $10.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2132.

LPL Financial first reported a position in BSMU in Q2 2022 and has held it in 17 quarters since. 107 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

  • LPL Financial held 465,215 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $10.2M as of Q2 2026.
  • LPL Financial bought 30,591 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $670K.
  • Invesco BulletShares 2030 Municipal Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2132 holding.
  • LPL Financial first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 107 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.