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

Pineridge 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
2025 Q3	$312K	Sell	14,252 -84,944	-86%	-$1.84M	0.09%	42
2025 Q2	$2.13M	Buy	99,196 +732	+0.7%	+$15.6K	0.77%	14
2025 Q1	$2.12M	Buy	98,464 +118	+0.1%	+$2.57K	0.83%	14
2024 Q4	$2.14M	Buy	98,346 +4,013	+4%	+$88.1K	0.81%	15
2024 Q3	$2.09M	Sell	94,333 -3,835	-4%	-$84.4K	0.79%	24
2024 Q2	$2.14M	Buy	98,168 +8,752	+10%	+$191K	0.73%	23
2024 Q1	$1.98M	Sell	89,416 -35,074	-28%	-$780K	0.7%	20
2023 Q4	$2.79M	Buy	+124,490	New	+$2.67M	0.92%	17

Other funds holding BSMU

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pineridge Advisors's BSMU Position: Q3 2025 in Review

Pineridge Advisors reduced its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 86% in Q3 2025, selling an estimated $1.84M and leaving 14,252 shares worth $312K. The position accounts for 0.09% of the portfolio, ranked #42.

Pineridge Advisors first reported a position in BSMU in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.79M in Q4 2023. 89 funds tracked by Wall St. Rank hold BSMU as of Q3 2025.

Pineridge Advisors held 14,252 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $312K as of Q3 2025.
Pineridge Advisors sold 84,944 Invesco BulletShares 2030 Municipal Bond ETF shares in Q3 2025, an estimated $1.84M.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.09% of Pineridge Advisors's portfolio in Q3 2025, its #42 holding.
Pineridge Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $2.79M in Q4 2023.
89 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.