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

Stratos Wealth 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	$7M	Buy	319,294 +23,685	+8%	+$519K	0.38%	64
2026 Q1	$6.45M	Buy	295,609 +24,340	+9%	+$538K	0.4%	64
2025 Q4	$5.97M	Buy	271,269 +30,978	+13%	+$682K	0.29%	89
2025 Q3	$5.27M	Buy	240,291 +122,208	+103%	+$2.65M	0.25%	99
2025 Q2	$2.54M	Buy	118,083 +79,129	+203%	+$1.69M	0.13%	157
2025 Q1	$841K	Buy	+38,954	New	+$850K	0.05%	333

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stratos Wealth Advisors's BSMU Position: Q2 2026 in Review

Stratos Wealth Advisors increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 8% in Q2 2026, buying an estimated $519K and bringing the position to 319,294 shares worth $7M. The position accounts for 0.38% of the portfolio, ranked #64.

Stratos Wealth Advisors first reported a position in BSMU in Q1 2025 and has held it in 6 quarters since. 106 funds tracked by Wall St. Rank hold BSMU as of Q2 2026.

Stratos Wealth Advisors held 319,294 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $7M as of Q2 2026.
Stratos Wealth Advisors bought 23,685 Invesco BulletShares 2030 Municipal Bond ETF shares in Q2 2026, an estimated $519K.
Invesco BulletShares 2030 Municipal Bond ETF made up 0.38% of Stratos Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Stratos Wealth Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
106 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.