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

Stifel Financial’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 Q1	$711K	Buy	32,580 +4,829	+17%	+$107K	﹤0.01%	2652
2025 Q4	$611K	Sell	27,751 -3,288	-11%	-$72.4K	﹤0.01%	2747
2025 Q3	$680K	Sell	31,039 -1,752	-5%	-$38K	﹤0.01%	2622
2025 Q2	$705K	Buy	32,791 +8,632	+36%	+$184K	﹤0.01%	2556
2025 Q1	$521K	Buy	24,159 +6,655	+38%	+$145K	﹤0.01%	2656
2024 Q4	$380K	Buy	17,504 +887	+5%	+$19.5K	﹤0.01%	2838
2024 Q3	$368K	Buy	+16,617	New	+$366K	﹤0.01%	2858
2022 Q4	–	Sell	-235,364	Closed	-$4.89M	–	3294
2022 Q3	$4.89M	Buy	+235,364	New	+$5.15M	0.01%	962
2022 Q2	–	Sell	-8,688	Closed	-$201K	–	3336
2022 Q1	$201K	Buy	+8,688	New	+$212K	﹤0.01%	3122

Other funds holding BSMU

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

HBT

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Stifel Financial's BSMU Position: Q1 2026 in Review

Stifel Financial increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 17% in Q1 2026, buying an estimated $107K and bringing the position to 32,580 shares worth $711K. The position accounts for ﹤0.01% of the portfolio, ranked #2652.

Stifel Financial first reported a position in BSMU in Q1 2022 and has held it in 9 quarters since. The position peaked at $4.89M in Q3 2022. 95 funds tracked by Wall St. Rank hold BSMU as of Q1 2026.

Stifel Financial held 32,580 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $711K as of Q1 2026.
Stifel Financial bought 4,829 Invesco BulletShares 2030 Municipal Bond ETF shares in Q1 2026, an estimated $107K.
Invesco BulletShares 2030 Municipal Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2652 holding.
Stifel Financial first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q1 2022 and has held it in 9 quarters since.
Stifel Financial's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $4.89M in Q3 2022.
95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.