NFG
BSMU icon

Nations Financial Group’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Nations Financial Group’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 		$217K Hold
9,951
– – 0.01% 720
2025
Q4 		$219K Buy
9,951
+455
+5% +$10K 0.01% 692
2025
Q3 		$208K Buy
+9,496
New +$206K 0.01% 672

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

Nations Financial Group's BSMU Position: Q1 2026 in Review

Nations Financial Group held its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) position steady in Q1 2026 at 9,951 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #720.

Nations Financial Group first reported a position in BSMU in Q3 2025 and has held it in 3 quarters since. The position peaked at $219K in Q4 2025. 95 funds tracked by Wall St. Rank hold BSMU as of Q1 2026.

  • Nations Financial Group held 9,951 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $217K as of Q1 2026.
  • Nations Financial Group left its Invesco BulletShares 2030 Municipal Bond ETF share count unchanged in Q1 2026.
  • Invesco BulletShares 2030 Municipal Bond ETF made up 0.01% of Nations Financial Group's portfolio in Q1 2026, its #720 holding.
  • Nations Financial Group first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Nations Financial Group's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $219K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.