Wealth Enhancement Advisory Services
BSMU icon

Wealth Enhancement Advisory Services’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Wealth Enhancement Advisory Services’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
-14,189
Closed -$314K – 3615
2025
Q4 		$314K Buy
+14,189
New +$312K ﹤0.01% 2882

Other funds holding BSMU

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HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Wealth Enhancement Advisory Services's BSMU Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Invesco BulletShares 2030 Municipal Bond ETF (BSMU) in Q1 2026, closing a stake of 14,189 shares — an estimated $314K sold.

Wealth Enhancement Advisory Services first reported a position in BSMU in Q4 2025 and held it in 1 quarter. The position peaked at $314K in Q4 2025. 95 funds tracked by Wall St. Rank hold BSMU as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Invesco BulletShares 2030 Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 14,189 Invesco BulletShares 2030 Municipal Bond ETF shares in Q1 2026, an estimated $314K.
  • Wealth Enhancement Advisory Services first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q4 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Invesco BulletShares 2030 Municipal Bond ETF position peaked at $314K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.