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Summit Trail Advisors’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Summit Trail 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
Q1 		– Sell
-22,191
Closed -$489K – 1449
2025
Q4 		$489K Buy
+22,191
New +$488K 0.01% 1081

Other funds holding BSMU

Wells Fargo
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Summit Trail Advisors's BSMU Position: Q1 2026 in Review

Summit Trail Advisors sold out of Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q1 2026, closing a stake of 22,191 shares — an estimated $489K sold.

Summit Trail Advisors first reported a position in BSMU in Q4 2025 and held it in 1 quarter. The position peaked at $489K in Q4 2025. 95 funds tracked by Wall St. Rank hold BSMU as of Q1 2026.

  • Summit Trail Advisors reported no remaining Invesco BulletShares 2030 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Trail Advisors sold 22,191 Invesco BulletShares 2030 Municipal Bond ETF shares in Q1 2026, an estimated $489K.
  • Summit Trail Advisors first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2025 and held it in 1 quarter.
  • Summit Trail Advisors's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $489K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.