Midland Wealth Advisors’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Midland Wealth Advisors’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	$201K	Sell	9,194 -3,439	-27%	-$76.1K	0.01%	159
2025 Q4	$278K	Hold	12,633	–	–	0.01%	145
2025 Q3	$277K	Hold	12,633	–	–	0.01%	151
2025 Q2	$272K	Hold	12,633	–	–	0.02%	153
2025 Q1	$273K	Buy	+12,633	New	+$276K	0.02%	160

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

Midland Wealth Advisors's BSMU Position: Q1 2026 in Review

Midland Wealth Advisors reduced its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 27% in Q1 2026, selling an estimated $76.1K and leaving 9,194 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #159.

Midland Wealth Advisors first reported a position in BSMU in Q1 2025 and has held it in 5 quarters since. The position peaked at $278K in Q4 2025. 95 funds tracked by Wall St. Rank hold BSMU as of Q1 2026.

Midland Wealth Advisors held 9,194 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $201K as of Q1 2026.
Midland Wealth Advisors sold 3,439 Invesco BulletShares 2030 Municipal Bond ETF shares in Q1 2026, an estimated $76.1K.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.01% of Midland Wealth Advisors's portfolio in Q1 2026, its #159 holding.
Midland Wealth Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
Midland Wealth Advisors's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $278K in Q4 2025.
95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2026.

Based on Midland Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.