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

MONECO 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 		$3.55M Buy
162,700
+20,619
+15% +$456K 0.28% 80
2025
Q4 		$3.13M Sell
142,081
-2,205
-2% -$48.5K 0.25% 84
2025
Q3 		$3.16M Buy
144,286
+12,354
+9% +$268K 0.26% 81
2025
Q2 		$2.84M Buy
131,932
+41,823
+46% +$893K 0.26% 88
2025
Q1 		$1.94M Buy
90,109
+31,642
+54% +$690K 0.2% 114
2024
Q4 		$1.27M Buy
58,467
+14,298
+32% +$314K 0.13% 154
2024
Q3 		$978K Buy
44,169
+21,820
+98% +$480K 0.12% 158
2024
Q2 		$487K Buy
+22,349
New +$488K 0.07% 246

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

MONECO Advisors's BSMU Position: Q1 2026 in Review

MONECO Advisors increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 15% in Q1 2026, buying an estimated $456K and bringing the position to 162,700 shares worth $3.55M. The position accounts for 0.28% of the portfolio, ranked #80.

MONECO Advisors first reported a position in BSMU in Q2 2024 and has held it in 8 quarters since. 95 funds tracked by Wall St. Rank hold BSMU as of Q1 2026.

  • MONECO Advisors held 162,700 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $3.55M as of Q1 2026.
  • MONECO Advisors bought 20,619 Invesco BulletShares 2030 Municipal Bond ETF shares in Q1 2026, an estimated $456K.
  • Invesco BulletShares 2030 Municipal Bond ETF made up 0.28% of MONECO Advisors's portfolio in Q1 2026, its #80 holding.
  • MONECO Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.