MML Investors Services
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MML Investors Services’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

MML Investors 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
Q2 		$1.54M Buy
70,222
+13,343
+23% +$292K ﹤0.01% 1728
2026
Q1 		$1.24M Sell
56,879
-18,178
-24% -$402K ﹤0.01% 1631
2025
Q4 		$1.65M Buy
75,057
+26,361
+54% +$580K ﹤0.01% 1480
2025
Q3 		$1.07M Buy
48,696
+1,683
+4% +$36.5K ﹤0.01% 1680
2025
Q2 		$1.01M Buy
47,013
+5,850
+14% +$125K ﹤0.01% 1650
2025
Q1 		$888K Buy
41,163
+23,984
+140% +$523K ﹤0.01% 1660
2024
Q4 		$373K Buy
17,179
+3,317
+24% +$72.8K ﹤0.01% 2122
2024
Q3 		$307K Buy
13,862
+1,128
+9% +$24.8K ﹤0.01% 2169
2024
Q2 		$277K Buy
12,734
+589
+5% +$12.9K ﹤0.01% 2134
2024
Q1 		$269K Sell
12,145
-8
-0.1% -$178 ﹤0.01% 2179
2023
Q4 		$272K Buy
+12,153
New +$261K ﹤0.01% 2108

Other funds holding BSMU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 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 $103B AUM 28.65% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM

MML Investors Services's BSMU Position: Q2 2026 in Review

MML Investors Services increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 23% in Q2 2026, buying an estimated $292K and bringing the position to 70,222 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

MML Investors Services first reported a position in BSMU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.65M in Q4 2025. 68 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

  • MML Investors Services held 70,222 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $1.54M as of Q2 2026.
  • MML Investors Services bought 13,343 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $292K.
  • Invesco BulletShares 2030 Municipal Bond ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1728 holding.
  • MML Investors Services first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • MML Investors Services's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $1.65M in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.