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

StoneX 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
2026 Q1	–	Sell	-19,593	Closed	-$432K	–	952
2025 Q4	$432K	Sell	19,593 -2,435	-11%	-$53.6K	0.02%	576
2025 Q3	$483K	Sell	22,028 -1,727	-7%	-$37.5K	0.02%	551
2025 Q2	$511K	Sell	23,755 -6,127	-21%	-$131K	0.02%	498
2025 Q1	$645K	Buy	29,882 +1,134	+4%	+$24.7K	0.04%	403
2024 Q4	$624K	Buy	+28,748	New	+$631K	0.03%	410

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

StoneX Group's BSMU Position: Q1 2026 in Review

StoneX Group sold out of Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q1 2026, closing a stake of 19,593 shares — an estimated $432K sold.

StoneX Group first reported a position in BSMU in Q4 2024 and held it in 5 quarters. The position peaked at $645K in Q1 2025. 95 funds tracked by Wall St. Rank hold BSMU as of Q1 2026.

StoneX Group reported no remaining Invesco BulletShares 2030 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
StoneX Group sold 19,593 Invesco BulletShares 2030 Municipal Bond ETF shares in Q1 2026, an estimated $432K.
StoneX Group first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2024 and held it in 5 quarters.
StoneX Group's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $645K in Q1 2025.
95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.