Morgan Stanley
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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
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
+3,102
+8% +$69K ﹤0.01% 5032
2023
Q4 		$824K Buy
36,746
+27,807
+311% +$596K ﹤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 $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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley's BSMU Position: Q1 2026 in Review

Morgan Stanley increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 5.2% in Q1 2026, buying an estimated $374K and bringing the position to 340,961 shares worth $7.44M. The position accounts for ﹤0.01% of the portfolio, ranked #3821.

Morgan Stanley first reported a position in BSMU in Q3 2021 and has held it in 17 quarters since. 95 funds tracked by Wall St. Rank hold BSMU as of Q1 2026.

  • Morgan Stanley held 340,961 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $7.44M as of Q1 2026.
  • Morgan Stanley bought 16,905 Invesco BulletShares 2030 Municipal Bond ETF shares in Q1 2026, an estimated $374K.
  • Invesco BulletShares 2030 Municipal Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3821 holding.
  • Morgan Stanley first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q3 2021 and has held it in 17 quarters since.
  • 95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.