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Principal Securities’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Principal Securities’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
Q4 		– Sell
-3,065
Closed -$67.2K – 1629
2025
Q3 		$67.2K Sell
3,065
-174
-5% -$3.78K ﹤0.01% 1808
2025
Q2 		$69.6K Sell
3,239
-1,237
-28% -$26.4K ﹤0.01% 1718
2025
Q1 		$97.2K Hold
4,476
– – ﹤0.01% 1454
2024
Q4 		$97.2K Buy
+4,476
New +$98.2K ﹤0.01% 1452

Other funds holding BSMU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
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
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Principal Securities's BSMU Position: Q4 2025 in Review

Principal Securities sold out of Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q4 2025, closing a stake of 3,065 shares — an estimated $67.2K sold.

Principal Securities first reported a position in BSMU in Q4 2024 and held it in 4 quarters. The position peaked at $97.2K in Q1 2025. 96 funds tracked by Wall St. Rank hold BSMU as of Q4 2025.

  • Principal Securities reported no remaining Invesco BulletShares 2030 Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 3,065 Invesco BulletShares 2030 Municipal Bond ETF shares in Q4 2025, an estimated $67.2K.
  • Principal Securities first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2024 and held it in 4 quarters.
  • Principal Securities's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $97.2K in Q1 2025.
  • 96 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.