Wells Fargo
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Wells Fargo’s Invesco BulletShares 2030 Municipal Bond ETF BSMU Stock Holding History

Wells Fargo’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 		$11.3M Buy
518,802
+16,624
+3% +$368K ﹤0.01% 1936
2025
Q4 		$11.1M Buy
502,178
+22,572
+5% +$497K ﹤0.01% 1954
2025
Q3 		$10.5M Buy
479,606
+72,006
+18% +$1.56M ﹤0.01% 1963
2025
Q2 		$8.76M Sell
407,600
-41,297
-9% -$882K ﹤0.01% 2012
2025
Q1 		$9.69M Buy
448,897
+62,982
+16% +$1.37M ﹤0.01% 1874
2024
Q4 		$8.38M Sell
385,915
-3,663
-0.9% -$80.4K ﹤0.01% 2018
2024
Q3 		$8.63M Buy
389,578
+72,140
+23% +$1.59M ﹤0.01% 1949
2024
Q2 		$6.91M Sell
317,438
-33,736
-10% -$737K ﹤0.01% 2016
2024
Q1 		$7.77M Buy
351,174
+49,753
+17% +$1.11M ﹤0.01% 1948
2023
Q4 		$6.76M Sell
301,421
-141,375
-32% -$3.03M ﹤0.01% 2000
2023
Q3 		$9.25M Buy
442,796
+46,111
+12% +$998K ﹤0.01% 1616
2023
Q2 		$8.71M Buy
396,685
+44,750
+13% +$987K ﹤0.01% 1699
2023
Q1 		$7.82M Buy
351,935
+41,814
+13% +$923K ﹤0.01% 1771
2022
Q4 		$6.72M Buy
310,121
+308,198
+16,027% +$6.55M ﹤0.01% 1839
2022
Q3 		$40K Buy
1,923
+303
+19% +$6.63K ﹤0.01% 5049
2022
Q2 		$35K Hold
1,620
– – ﹤0.01% 5183
2022
Q1 		$38K Buy
1,620
+510
+46% +$12.5K ﹤0.01% 5776
2021
Q4 		$28K Hold
1,110
– – ﹤0.01% 6210
2021
Q3 		$28K Hold
1,110
– – ﹤0.01% 5846
2021
Q2 		$28K Buy
1,110
+510
+85% +$13K ﹤0.01% 5773
2021
Q1 		$15K Buy
+600
New +$15.2K ﹤0.01% 6227

Other funds holding BSMU

HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 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 $1.66T 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wells Fargo's BSMU Position: Q1 2026 in Review

Wells Fargo increased its Invesco BulletShares 2030 Municipal Bond ETF (BSMU) stake by 3.3% in Q1 2026, buying an estimated $368K and bringing the position to 518,802 shares worth $11.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1936.

Wells Fargo first reported a position in BSMU in Q1 2021 and has held it in 21 quarters since. 95 funds tracked by Wall St. Rank hold BSMU as of Q1 2026.

  • Wells Fargo held 518,802 shares of Invesco BulletShares 2030 Municipal Bond ETF worth $11.3M as of Q1 2026.
  • Wells Fargo bought 16,624 Invesco BulletShares 2030 Municipal Bond ETF shares in Q1 2026, an estimated $368K.
  • Invesco BulletShares 2030 Municipal Bond ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #1936 holding.
  • Wells Fargo first reported a position in Invesco BulletShares 2030 Municipal Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • 95 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Municipal Bond ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.