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 Q2	$809K	Buy	36,918 +4,338	+13%	+$95K	﹤0.01%	2686
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 $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 $104B AUM 28.3% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Stifel Financial's BSMU Position: Q2 2026 in Review

Stifel Financial increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 13% in Q2 2026, buying an estimated $95K and bringing the position to 36,918 shares worth $809K. The position accounts for ﹤0.01% of the portfolio, ranked #2686.

Stifel Financial first reported a position in BSMU in Q1 2022 and has held it in 10 quarters since. The position peaked at $4.89M in Q3 2022. 107 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

Stifel Financial held 36,918 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $809K as of Q2 2026.
Stifel Financial bought 4,338 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $95K.
Invesco BulletShares 2030 Municipal Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2686 holding.
Stifel Financial first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q1 2022 and has held it in 10 quarters since.
Stifel Financial's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $4.89M in Q3 2022.
107 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.