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

UBS 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 		$6.46M Buy
295,973
+66,986
+29% +$1.48M ﹤0.01% 3792
2025
Q4 		$5.04M Buy
228,987
+62,253
+37% +$1.37M ﹤0.01% 4021
2025
Q3 		$3.65M Buy
166,734
+6,955
+4% +$151K ﹤0.01% 4359
2025
Q2 		$3.44M Buy
159,779
+9,496
+6% +$203K ﹤0.01% 4259
2025
Q1 		$3.24M Buy
150,283
+107,800
+254% +$2.35M ﹤0.01% 4238
2024
Q4 		$923K Buy
42,483
+19,269
+83% +$423K ﹤0.01% 5369
2024
Q3 		$514K Buy
23,214
+15,006
+183% +$330K ﹤0.01% 5205
2024
Q2 		$179K Buy
8,208
+3,597
+78% +$78.6K ﹤0.01% 5735
2024
Q1 		$102K Buy
4,611
+225
+5% +$5.01K ﹤0.01% 6214
2023
Q4 		$98.3K Buy
4,386
+1,576
+56% +$33.8K ﹤0.01% 6174
2023
Q3 		$58.7K Buy
2,810
+1,420
+102% +$30.7K ﹤0.01% 6197
2023
Q2 		$30.5K Buy
1,390
+620
+81% +$13.7K ﹤0.01% 6712
2023
Q1 		$17.1K Buy
770
+345
+81% +$7.61K ﹤0.01% 7195
2022
Q4 		$9.21K Buy
+425
New +$9.04K ﹤0.01% 8675
2022
Q3 		– Sell
-925
Closed -$20K – 10349
2022
Q2 		$20K Buy
925
+654
+241% +$14.4K ﹤0.01% 6856
2022
Q1 		$6K Sell
271
-170
-39% -$4.15K ﹤0.01% 8953
2021
Q4 		$11K Buy
+441
New +$11.2K ﹤0.01% 8660
2021
Q3 		– Sell
-44
Closed -$1K – 9554
2021
Q2 		$1K Buy
+44
New +$1.12K ﹤0.01% 9126

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group's BSMU Position: Q1 2026 in Review

UBS Group increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 29% in Q1 2026, buying an estimated $1.48M and bringing the position to 295,973 shares worth $6.46M. The position accounts for ﹤0.01% of the portfolio, ranked #3792.

UBS Group first reported a position in BSMU in Q2 2021 and has held it in 18 quarters since. 95 funds tracked by Wall St. Rank hold BSMU as of Q1 2026.

  • UBS Group held 295,973 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $6.46M as of Q1 2026.
  • UBS Group bought 66,986 Invesco BulletShares 2030 Municipal Bond ETF shares in Q1 2026, an estimated $1.48M.
  • Invesco BulletShares 2030 Municipal Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3792 holding.
  • UBS Group first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q2 2021 and has held it in 18 quarters since.
  • 95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.