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

Sterling 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
2025 Q3	$772K	Buy	35,225 +7,621	+28%	+$165K	0.24%	36
2025 Q2	$593K	Sell	27,604 -165	-0.6%	-$3.52K	0.2%	40
2025 Q1	$599K	Buy	27,769 +2,705	+11%	+$59K	0.22%	39
2024 Q4	$544K	Buy	25,064 +268	+1%	+$5.88K	0.2%	41
2024 Q3	$549K	Buy	24,796 +3,650	+17%	+$80.3K	0.23%	41
2024 Q2	$460K	Buy	21,146 +3,300	+18%	+$72.1K	0.21%	41
2024 Q1	$395K	Sell	17,846 -11,691	-40%	-$260K	0.19%	44
2023 Q4	$662K	Hold	29,537	–	–	0.39%	30
2023 Q3	$617K	Buy	29,537 +5,125	+21%	+$111K	0.39%	31
2023 Q2	$536K	Buy	24,412 +10,892	+81%	+$240K	0.36%	33
2023 Q1	$293K	Hold	13,520	–	–	0.22%	44
2022 Q4	$293K	Buy	+13,520	New	+$287K	0.22%	44

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

Sterling Financial Group's BSMU Position: Q3 2025 in Review

Sterling Financial Group increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 28% in Q3 2025, buying an estimated $165K and bringing the position to 35,225 shares worth $772K. The position accounts for 0.24% of the portfolio, ranked #36.

Sterling Financial Group first reported a position in BSMU in Q4 2022 and has held it in 12 quarters since. 89 funds tracked by Wall St. Rank hold BSMU as of Q3 2025.

Sterling Financial Group held 35,225 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $772K as of Q3 2025.
Sterling Financial Group bought 7,621 Invesco BulletShares 2030 Municipal Bond ETF shares in Q3 2025, an estimated $165K.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.24% of Sterling Financial Group's portfolio in Q3 2025, its #36 holding.
Sterling Financial Group first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2022 and has held it in 12 quarters since.
89 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.