Morgan Stanley
BSMU icon

Morgan Stanley’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Morgan Stanley’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 		$7.18M Sell
327,565
-13,396
-4% -$293K ﹤0.01% 3971
2026
Q1 		$7.44M Buy
340,961
+16,905
+5% +$374K ﹤0.01% 3821
2025
Q4 		$7.14M Buy
324,056
+149,208
+85% +$3.28M ﹤0.01% 3903
2025
Q3 		$3.83M Buy
174,848
+55,249
+46% +$1.2M ﹤0.01% 4359
2025
Q2 		$2.57M Buy
119,599
+14,774
+14% +$315K ﹤0.01% 4549
2025
Q1 		$2.26M Buy
104,825
+8,660
+9% +$189K ﹤0.01% 4523
2024
Q4 		$2.09M Buy
96,165
+12,290
+15% +$270K ﹤0.01% 4668
2024
Q3 		$1.86M Buy
83,875
+22,463
+37% +$494K ﹤0.01% 4706
2024
Q2 		$1.34M Buy
61,412
+21,564
+54% +$471K ﹤0.01% 4800
2024
Q1 		$881K Buy
39,848
+21,475
+117% +$478K ﹤0.01% 5032
2023
Q4 		$412K Buy
18,373
+9,434
+106% +$202K ﹤0.01% 5393
2023
Q3 		$187K Sell
8,939
-7,604
-46% -$165K ﹤0.01% 5611
2023
Q2 		$363K Sell
16,543
-4,401
-21% -$97.1K ﹤0.01% 5377
2023
Q1 		$466K Sell
20,944
-27,340
-57% -$603K ﹤0.01% 5296
2022
Q4 		$1.05M Sell
48,284
-1,198
-2% -$25.5K ﹤0.01% 4846
2022
Q3 		$1.03M Buy
+49,482
New +$1.08M ﹤0.01% 4857
2022
Q1 		– Sell
-6
Closed – – 7971
2021
Q4 		$0 Hold
6
– – ﹤0.01% 7981
2021
Q3 		$0 Buy
+6
New +$155 ﹤0.01% 7936

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
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

Morgan Stanley's BSMU Position: Q2 2026 in Review

Morgan Stanley reduced its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 3.9% in Q2 2026, selling an estimated $293K and leaving 327,565 shares worth $7.18M. The position accounts for ﹤0.01% of the portfolio, ranked #3971.

Morgan Stanley first reported a position in BSMU in Q3 2021 and has held it in 18 quarters since. The position peaked at $7.44M in Q1 2026. 107 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

  • Morgan Stanley held 327,565 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $7.18M as of Q2 2026.
  • Morgan Stanley sold 13,396 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $293K.
  • Invesco BulletShares 2030 Municipal Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3971 holding.
  • Morgan Stanley first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q3 2021 and has held it in 18 quarters since.
  • Morgan Stanley's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $7.44M in Q1 2026.
  • 107 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.