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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
Q2 		$3.66M Buy
166,980
+4,280
+3% +$93.8K 0.22% 99
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 $617B AUM 30.33% 1-Year Est. Return
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
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

MONECO Advisors's BSMU Position: Q2 2026 in Review

MONECO Advisors increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 2.6% in Q2 2026, buying an estimated $93.8K and bringing the position to 166,980 shares worth $3.66M. The position accounts for 0.22% of the portfolio, ranked #99.

MONECO Advisors first reported a position in BSMU in Q2 2024 and has held it in 9 quarters since. 107 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

  • MONECO Advisors held 166,980 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $3.66M as of Q2 2026.
  • MONECO Advisors bought 4,280 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $93.8K.
  • Invesco BulletShares 2030 Municipal Bond ETF made up 0.22% of MONECO Advisors's portfolio in Q2 2026, its #99 holding.
  • MONECO Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 107 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.