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

NewEdge 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	$4.76M	Buy	217,003 +4,904	+2%	+$107K	0.01%	799
2026 Q1	$4.63M	Buy	212,099 +95,462	+82%	+$2.11M	0.02%	726
2025 Q4	$2.57M	Buy	116,637 +98,135	+530%	+$2.16M	0.01%	949
2025 Q3	$406K	Buy	18,502 +15,902	+612%	+$345K	﹤0.01%	1970
2025 Q2	$55.9K	Hold	2,600	–	–	﹤0.01%	2631
2025 Q1	$56.1K	Buy	+2,600	New	+$56.7K	﹤0.01%	2518

Other funds holding BSMU

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

NewEdge Advisors's BSMU Position: Q2 2026 in Review

NewEdge Advisors increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 2.3% in Q2 2026, buying an estimated $107K and bringing the position to 217,003 shares worth $4.76M. The position accounts for 0.01% of the portfolio, ranked #799.

NewEdge Advisors first reported a position in BSMU in Q1 2025 and has held it in 6 quarters since. 106 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

NewEdge Advisors held 217,003 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $4.76M as of Q2 2026.
NewEdge Advisors bought 4,904 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $107K.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #799 holding.
NewEdge Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
106 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.