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

Sanctuary 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	$509K	Buy	23,200 +51	+0.2%	+$1.12K	﹤0.01%	1967
2026 Q1	$505K	Buy	23,149 +2,282	+11%	+$50.5K	﹤0.01%	1778
2025 Q4	$460K	Buy	20,867 +2,894	+16%	+$63.7K	﹤0.01%	1778
2025 Q3	$394K	Buy	+17,973	New	+$390K	﹤0.01%	1839
2025 Q2	–	Sell	-11,687	Closed	-$252K	–	2358
2025 Q1	$252K	Sell	11,687 -120,950	-91%	-$2.64M	﹤0.01%	1895
2024 Q4	$2.89M	Buy	+132,637	New	+$2.91M	0.02%	715

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

Sanctuary Advisors's BSMU Position: Q2 2026 in Review

Sanctuary Advisors increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 0.22% in Q2 2026, buying an estimated $1.12K and bringing the position to 23,200 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

Sanctuary Advisors first reported a position in BSMU in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.89M in Q4 2024. 106 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

Sanctuary Advisors held 23,200 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $509K as of Q2 2026.
Sanctuary Advisors bought 51 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $1.12K.
Invesco BulletShares 2030 Municipal Bond ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1967 holding.
Sanctuary Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
Sanctuary Advisors's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $2.89M in Q4 2024.
106 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

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